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January 14, 2020
Question

For the last few weeks my statements are not including new receipts from customers although the summary balance is correct on for the customer ... is this a bug ?

  • January 14, 2020
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1 reply

January 14, 2020

Let's investigate what's causing the statements not included in the new customer's receipt, david133.

 

I've checked here on our end and there's no reported case about this one. When creating a statement, let's make sure the statement date is correct. We can also try other Statement Type below:

 

  • Balance Forward - A list of invoices and payments with balance for the date range selected
  • Open Item - Open unpaid invoices from the last 365 days
  • Transaction Statement - A list of transactions between the selected dates

 

If you need to show the list of each transaction as a single or all detail lines, just follow the steps in this article: Create and view customer statements. Then go to Customise your statements section.

 

Feel free to go back to this thread if you need a hand with running statements report or any QuickBooks Online related. I'm glad to help.