Is there way to customize the look of a statement?

Thank you for reaching out here in the Community, rdneuberger. Let me share some information about customer statements in QuickBooks Online (QBO).

As of today, we don't have the option to customize the customer's statement yet. However, I can provide you with some other options that you can consider to show your needed data.

We have three options to create a customer statement in QBO as listed below:

• Balance Forward: shows the total amount due and any credit balance from the last invoice.
• Open Item: lists all open, unpaid invoices from the last 365 days.
• Transaction Statement: Lists all transactions for the selected date range.

After identifying what kind of statement you need, we can now create the statement for your customer.

Here's how:

1. On the Sales tab, click Customers.
2. Find the customer and select the checkbox for the customer you want to make the statements for.
3. In the Batch actions dropdown ▼, choose Create statements.
4. In the Statement Type dropdown ▼, select the customer statement type: Balance Forward, Open Item, or Transaction Statement.
5. Choose the date range from the Date ▼ dropdown.
6. Review the customer's email address(es).
7. Press Save, Save and close, Save and send, or Print or Preview.

Moreover, you can also create and send purchase orders in QuickBooks Online whenever you're ready to buy products from your vendors.

Don't hesitate to reach out again if you have more customer statements or any other QuickBooks-related concerns. The Community space is always open to assist you.