Skip to main content
December 9, 2020
Question

How do i print monthly customer statements

  • December 9, 2020
  • 1 reply
  • 0 views
i get no detail on customer statement all i getr is total owing balance

1 reply

December 9, 2020

Hi -wideopenservice,

 

Being able to view a detailed customer statement gives you a clear visual representation of the business between you and your customers. I'm glad to learn you're using QuickBooks to stay on top of your work using the versatile features offered in the program. I'll be happy to help you by sharing more info about statements in QuickBooks. 

 

Depending on which statement you're running, the results you see may vary. Here are the customer statements available in QuickBooks: 

  • Balance Forward: Lists invoices and payments with outstanding balances for a specific date range.
  • Open Item: Lists all open, unpaid invoices from the last 365 days.
  • Transaction Statement: Lists all transactions for the selected date range.

Based on what you're seeing on your end, I recommend double-checking the dates you're viewing on the statements. It's important to make sure you're covering the appropriate date ranges in order to view the info you're looking for. I also recommend customizing your statements so you can view/print detailed info and here's how: 

  1. Go to Settings ⚙ and select Account and Settings.
  2. Select the Sales tab and go to the Statements section.
  3. Select Edit ✎.
  4. Select List each transaction as a single line or List each transaction including all detail lines.
  5. Select the Show aging table at bottom of statement option.
  6. Select Save.

When you have a minute, check out this powerful article with more info on how to: Create and send customer statements in QuickBooks Online.

 

That's all there is to it! In case you get stuck or you need additional support, don't hesitate to reach back in the comments below. I've got your back. 

 

Otherwise, I wish you a great rest of the year! :)