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munimanis
December 5, 2021
Question

Customer statement

  • December 5, 2021
  • 1 reply
  • 0 views

Hello there,

I need to remove memo field information from the customer statement in QuickBooks online, currently all memo related information from invoices and payments are being shown on customer statement which is confidential and for in house reference kindly share how I can remove memo details from customer statement.

Thank you in advance.

 

    1 reply

    MichelleBh
    MichelleBh
    December 5, 2021

    Sending customer statements without full details is my focus here, munimanis. You're in the right place for an answer. 

     

    Hopefully, you're having a great day today. Happy to provide troubleshooting steps to ensure that some related invoice/payment information does not appear on the statement.

     

    Ensure the following information below so the related information from invoice and payments will not show in the customer statement: 

     

    1. You set the Statement to List each transaction as a single line in your Account & Settings. 
    2. The Message on the statement field in your invoice doesn't have any details. This way, the memo will not show in your customer statement. 
    3. Ensure that invoice details are entered in the Description box. 

     

    Refer to the screenshots below for your further guidance: 

     

    1. 

      

    2. 

    3. 

     

    This will happen if the above three pieces of information are used:

     

    To view the current statement, visit this article: Create and send customer statements in QuickBooks.

     

    I've added some articles that might help you personalize your sales forms and manage customer data in QuickBooks:

     

     

    If you still have questions in mind, please let me know by leaving a comment below. I'm always here to help you again, munimanis. Sending good vibes.

    M
    munimanisAuthor
    December 6, 2021

    Dear MichelleBh,

    Thank you for your reply, however i am already following the same you have shared in case of invoices and I am not having memo details in the statement, my main concern is with the payments in memo field i keep confidential details of bank remaining balance which is only for inhouse purpose. Please share how to remove that from the statement. I will add screenshots for your reference.

     

    Thank you

     

      D
      DebSheenD
      December 6, 2021

      Hello there, munimanis.

       

      I appreciate for getting back to us here in the Community. Allow me to chime in and help you remove the sensitive information to your payment statement in QuickBooks.

       

      You can remove the confidential information by opening the payment and editing the memo. Here's how:

       

      1. Get the statement number and look at it on the Advance Search tool.
      2. Open the statement and click the payment link.
      3. Look for the Memo field and edit it.
      4. Once done, select Save and Close.

       

      Additionally, you're able to customize your sales forms like invoices, quotes, and sales receipts. This is to add information that matters most to your business. For the step-by-step guide, you can refer to this article: Customise invoices, quotes, and sales receipts in QuickBooks Online. It also includes details about editing custom templates.

       

      You can always comment below if you have other concerns or follow-up inquiries about managing customer statements in QBO. I'm just around to help. Take care always.

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