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C
cwspringshoa
March 16, 2024
Question

How do you print a transaction statement for EVERY customer?

  • March 16, 2024
  • 1 reply
  • 0 views
When I try to print a "balance forward" statement for every customer for given time period, it says for several customers a statement is unavailable and only generates a statement for a limited amount of customer.  The ones it says are unavailable have transactions on their account during the time period, so I don't understand why.  Why would it show as unavailable?

1 reply

L
LollyNino_C
March 16, 2024

Thank you for reaching out to the QuickBooks Community, @cwspringshoa.

 

You can run and print the customer transaction statement report. It will show all the activity between the dates you choose. It doesn't have a balance forward amount, but it will show the total amount and the amount received for the period.

 

To run a transaction statement:

 

  1. Go to the Customers tab.
  2. Click on the name of the customer.
  3. Click New transaction.
  4. Select Statement.
  5. Click on the drop-down under Statement Type, and choose Transaction Statement.
  6. Select the correct Start Date and End Date.
  7. Click Apply.

Print the statement by clicking Print or Preview at the bottom of the page.

 

Once done, you can print this report and send it to your customers. Simply click the Print icon and beside the Export button. Then, select Print.

 

For additional reference, you can check this article for some details: Create a statement.

 

In addition, you can memorize this report to save its customized settings.

 

Know that you can always get back to us if you have queries about customer-related transactions. I'll be happy to help you out. Have a great day!

C
cwspringshoaAuthor
March 17, 2024

i tried that, but there are a large number of customers it says do not have an active statement.  what does that mean?

M
Mark_AG
March 17, 2024

Hi there, @cwspringshoa.

 

I can see that you're encountering a message stating a large number of customers do not have an active statement when attempting to print transaction statements in QuickBooks. Please allow me to offer my assistance and provide you with the necessary clarifications.

 

When QuickBooks indicates that customers do not have an active statement, it typically means that there are currently no outstanding transactions (such as invoices or payments) within the time you've selected to generate the statement.

 

To address this and ensure you can generate a transaction statement for every customer, including those with zero activity within a certain period, you may consider the following steps:

 

  • Double-check the date range you've selected for the statement.
  • Make sure you're choosing the right type of transaction statement.
  • Verify that the customer accounts to see statements are marked as active and correctly set up in QuickBooks.

 

Furthermore, you can create a statement for the parent customer, and it will show all invoices for both the parent and the sub-customer. You can refer to this article: Use the bill with parent option on invoices in QuickBooks Online.

 

If you need further assistance in managing your customer statements, please feel free to reply below. We're always here to assist you.

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