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thomas-redbarnpo
November 17, 2021
Question

How do I remove "balance forward" from all invoices.

  • November 17, 2021
  • 2 replies
  • 0 views
I need all invoices to not show "balance forward" section.

2 replies

KlentB
KlentB
November 17, 2021

I can share some tips on how to remove that, thomas-redbarnpo.

 

Once the Balance Forward option is selected, QuickBooks lists all invoices and payments with outstanding balances for a specific date range. If you don't want to show that section in your statements, you can choose the Open Item or Transaction Statement. Here's how:

 

  1. Go to the Sales menu, then select the Customers tab.
  2. Tick the checkboxes for the customers you want to make statements for.
  3. In the Batch actions drop-down menu, choose Create statements.
  4. In the Statement Type drop-down menu, select Open Item or Transaction Statement.
  5. Set the dates for the statements and review the customer's email addresses.
  6. Select Save and close, Save and send, or Print or Preview.

I've also enclosed some articles  that will help you personalize the statements and invoices that you send to your customers:

 

Do you have any other questions in mind? Feel free to leave them below and I'll get back to you. Have a great day ahead.

KlentB
KlentB
November 18, 2021

Hi thomas-redbarnpo,

Hope you’re doing great. I wanted to see how everything is going about your concern yesterday. We're you able to remove the Balance Forward section? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.

Looking forward to your reply. Have a pleasant day ahead

C
centurionstrong
January 11, 2022

I tried this and it does not work. My customer is requesting the all invoices with no balance forward, only current charge for that invoice. I've gone into editing section of the invoice and removed it but it still prints on all invoices.

 

T
tinahsueh1
June 13, 2023

My boss does not want to see the previous balance totals on the balance sheet because she only wants to see the current year.

D
DebSheenD
June 13, 2023

I've got your back, @tinahsueh1. 

 

You can change the dates of the Balance Sheet report by customizing it in QuickBooks Online (QBO).

 

Here's how:
 

  1. Go to the Reports menu.
  2. Scroll down to the Business Overview section and click Balance Sheet to open the report. 
  3. Click Customize.
  4. Under Report period, select This Year.
  5. Then, hit Run report.


I'd recommend exporting it to Excel to filter the data or date to show in the report.
For additional information on how you can customize a report to focus on the details you want to see and how to view date ranges side-by-side in reports, you can refer to the articles below.

 

 

You can also memorize a report to allow you save current customization settings.

 

Please get back to us here if you have other questions about generating reports in QuickBooks. I'm just a post away. Take care!

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