Skip to main content
May 13, 2024
Question

Is there a way to have project number on the customer's statements?

  • May 13, 2024
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

May 13, 2024

Thanks for visiting the QuickBooks Community, dpabst.

 

At this time, being able to include the project number on customers' statements isn't available in QuickBooks Online. The only available customization with statements has been laid out in this article: Create and send customer statements in QuickBooks Online.

 

For now, I encourage you to submit feature requests to our Product Development Team. Rest assured that they will review it and may consider this option for future updates, depending on the number of users' requests. Here's how you can submit feedback:

 

  1. Go to the Gear icon at the top.
  2. Select Feedback.
  3. Enter your comments or product suggestions.
  4. Then select Next to submit feedback.

 

Additionally, you can check out this article to review the recorded transactions and their statuses in the Sales menu: View sales transactions in QuickBooks Online.

 

If you have further questions about managing your customer statements, just let me know by leaving a comment below. I'm always here to help. Keep safe!