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erica-mcdonald-s
June 2, 2024
Question

I have several customers with open balances that do not show up on the list of Statements available. I'm selecting Balance Forward and changing the Start date.

  • June 2, 2024
  • 1 reply
  • 0 views
The list should return many more than what it is. I have verified customer's with pledges open for date 6/1/2023 yet another customer with identical pledge will show on the list. I cannot figure out what the difference is.

1 reply

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JamesAndrewM
June 2, 2024

I see that you're encountering some discrepancies in your QuickBooks Online statements. I'll share information that could help you get through this.

 

Double-check the transaction dates for the pledges and any related transactions. Ensure they fall within the date range you're selecting for the statements. It could be that the dates of these invoices are different. You can change the starting and end date to a wide range that might show those invoices.

 

You can run the Invoice List by Date report and customize the columns to include the status of the invoices and specifically select the customer.

 

By systematically reviewing these areas, you should be able to pinpoint the cause of the discrepancies and take appropriate action to resolve them. You may refer to this article for the detailed steps: Customize reports in QuickBooks Online.

 

I'm also adding these articles you can use in the future:

 

 

If you have more questions about your customer statement in QuickBooks Online, leave a comment below. I'd be more than happy to help you anytime. Warm regards!

E
erica-mcdonald-sAuthor
June 9, 2024

I included information about the dates which is the issue. Even if I change the start date prior to the overdue pledge dates, only pledges that are in the last 365 days generate a statement. Seems like a bug to me. 

A
Anonymous
June 9, 2024

Thanks for getting back to this thread, Erica.

 

Every time you visit a website, it saves some information from the web page in its cache and cookies. However, this can sometimes cause behavioral issues in the program. To verify, you can open your account using a private browser as it ignores websites from using cookies and doesn’t record any history and data.

 

  • Mozilla Firefox and Microsoft Edge: Press Ctrl + Shift + N
  • Google Chrome: Press Ctrl + Shift + N
  • Safari: Press Command + Shift + N

 

If you're able to generate customer statements without errors, return to your regular browser and clear its cache and cookies to refresh website preferences that may be causing problems when using QuickBooks Online. Otherwise, you use a supported browser.

 

Furthermore, I have included some helpful articles that provide further insights into the subject matter:

 

 

If you have questions about managing your customer statements or other QuickBooks-related concerns, feel free to drop a comment below, and I'll provide the necessary help.

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