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suzannek1
September 3, 2024
Question

Why can't I select more that one customer in the customer screen? I need to produce a statement for more than one client. It will only let me check one box.

  • September 3, 2024
  • 1 reply
  • 0 views
Help.

    1 reply

    R
    RheaMaeH
    September 3, 2024

    Hello there, suzannek1. Let's work together and perform troubleshooting steps to resolve the issue you're experiencing with selecting more than one customer when creating a statement in QuickBooks Online (QBO).

     

    The problem you're experiencing may be due to an issue with your computer or device's connection to the QBO servers, or it could be related to browser issues.

     

    To isolate this, you can access your QuickBooks account through a private browsing window to see if it's a browser-related issue. You can use the following shortcut keys to access incognito mode:

     

    • Safari: Shift + ⌘ + N
    • Google Chrome: Press Ctrl + Shift + N
    • Microsoft Edge: Ctrl + Shift + N

     

    If this resolves the issue, you can clear the browser's cache so the system can start fresh. If you get the same result, I recommend switching to a different supported browser.

     

    Moreover, you can refer to this article for guidance on personalizing and adding specific info to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

     

    Feel free to reach out if you have further questions about selecting customers when creating a statement. I'm here to assist you. Have a great day.

    S
    suzannek1Author
    September 4, 2024

    I can click on this morning but it is saying that only one has a statement for that date.  But that is not true.  shouldn't it pull all the open invoices for the ones i clicked on if they are still open today?  

    Seems it will only pull one at a time.  This needs to be put back into reports and function like it used to.  

     

    and what is the purpose of a statement list???  I need statements not a list!!!!!!!!!!!

     

     

     

    M
    Mark_AG
    September 4, 2024

    Hello there, @suzannek1.

     

    I understand how critical it is to have efficient processes for managing customer statements, especially when addressing multiple accounts. Let's investigate why you might be experiencing this issue and how we can resolve it.

     

    If you've finished troubleshooting your browser and still see the same, I recommend contacting our QuickBooks Online support, as they have the best tools to investigate this case further and apply a solution.

     

    Here's how:

     

    1. Head to this link: Contact Us.
    2. Select QuickBooks Online product and click Continue.
    3. Select Contact Us and choose a way to connect with us:
    • Start a chat with a support expert.
    • Get a callback from the next available expert.

     

    Additionally, you can also consider creating and sending purchase orders in QuickBooks Online.

     

    We’re committed to helping you get this resolved quickly. Please don't hesitate to leave a reply if you have further concerns besides generating customer statements in QuickBooks Online. I'm always here to assist.

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