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C
cepi92
January 23, 2024
Question

How to get a split statemet, same customer - one for a specific project and one for other ? QB online

  • January 23, 2024
  • 1 reply
  • 0 views

Dear ALL,

 

I need to split a STATEMENT, I have one customer, actually we have a service contract with them so we normally send invoice for service and repairs.

 

For the same customer, we have a project (ALSO IT WAS CREATED IN QB) just starting ending DEC_2023. 

 

When I asked for a STATEMENT I get the full amount but I need it separate, my question is:

1) Do I have to create a new customer (IS THE SAME COMPANY) in order to get a separate STATEMENT?

2) Di I have to create sub-customer?

 

Thanks a lot for your advise !!!

 

 

 

1 reply

J
Jelayca V
January 23, 2024

Allow me to share some insights to the matter at hand, cepi92. 

 

I understand the importance of having separate statements for different projects under the same customer. In QuickBooks Online, statements are typically created per customer, and all transactions related to that customer are included in the statement. However, to address your specific need for separate statements for different projects under the same customer, you can utilize the sub-customer feature in QuickBooks Online.

 

By creating a sub-customer for each project under the main customer, you can effectively generate separate statements for each project while maintaining a clear overview of the transactions related to the main customer. This approach allows for the necessary level of detail and organization in your financial reporting, ensuring that each project's financial status is accurately reflected in the statements. 

 

Moreover, you can visit this material if you want to learn how to send statements to show customers summaries of their invoices, payments, credits, and balances in QBO: Create and send customer statements in QuickBooks Online

 

Feel free to reach out to us if you have further questions about split statements in QBO. The Community is always available to help you. Best regards. 

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