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January 15, 2024
Question

Delete generated customer statement

  • January 15, 2024
  • 1 reply
  • 0 views

How to delete generated customer statement and it is possible to custom statement number ?

1 reply

AlcaeusF
January 15, 2024

Hello Aleesya,

 

Welcome to the Community. I'm here to help you delete a customer statement in QuickBooks.

 

You can delete statements directly in the customer's profile. There's an option to go to the Statements tab to access and delete the statements.

 

Here's how:

 

  1. On the left navigation bar, click Sales.
  2. Go to the Customers tab.
  3. Select the customer.
  4. Go to the Statements tab.
  5. Click the statement.
  6. Press Delete.

 

For the statement number, the option to create custom ones is unavailable. It's system-generated and will be added automatically by QuickBooks.

 

Also, did you know there are a few customization options for statements? I've attached a link you can check for additional guidance (scroll down to Customize your statements😞 Create and send customer statements in QuickBooks Online.

 

Let us know if you still have more questions about deleting statements by leaving a reply. We'll be around to help. Take care, and have a great rest of the day.