How can i get customer statements to exclude pending/unsent invoices?

Thanks for dropping by, Sharon.

I see that you need to generate customer statements that exclude pending or unsent invoices. This type of statement can be helpful for your customer's business operations and cash flow management.

Currently, this feature is unavailable. However, there are a few alternative options you can consider. One option is to explore third-party statement management apps that integrate with QuickBooks Online. These apps may offer additional features and customization options for generating statements that exclude pending or unsent invoices.

To check for apps compatible with QBO:

1. Go to Apps.
2. Click Finds Apps.
3. Type "statement management app" in the Search for an app field (see screenshot below).
4. If you have found the app you're looking, just click Get App Now.

Another option is to download the customer statement from QuickBooks Online and manually edit the data to exclude the pending or unsent invoices.

In addition, I recommend that your customers provide feedback to the QuickBooks product team, advocating for the addition of a customer statement feature that allows the exclusion of pending/unsent invoices. This helps us prioritize feature enhancements based on customer needs and preferences.

Moreover, you may find the following articles helpful as a reference to learn more about creating and sending customer statements in QuickBooks Online: Create and send customer statements in QuickBooks Online

You can also explore the resources from the following websites to learn different ways of tracking your customer entries in our system: Topics about your company's income and customers.

If you have further questions about customer statements, notify me by writing a remark below. I'm always here to help you again. Have a good one!