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T
TRL
November 22, 2022
Question

Why is the ability to see customer statements gone from Sales Transactions screen? In All transactions, the statements are gone.

  • November 22, 2022
  • 1 reply
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Original commenter did not share additional details

1 reply

J
jamespaul
November 22, 2022

Hello, TRL. 

 

I'll lend a hand and address the issue about the missing customer statements from the sales transactions screen. 

 

Did you create a statement but you're unable to see it on the All Sales screen? If that's the case, the statements have their own filter option. They won't appear if you're using the All transactions filter. 

 

We'll want to set the filter option to Statements instead. On the All Sales page, click the Filter button. Set the Type to Statements, then click Apply. 

 

However, did you create a statement but you can't see it on all filter options? This is likely caused by a cache-related issue. When a browser's cache data is corrupted or full, it can cause odd behaviors within QuickBooks. 

 

To confirm this, we'll want to use an incognito or private browser: 

 

  • Google Chrome: Press CTRL + Shift + N.
  • Safari: Press Command + Shift + N.
  • Mozilla Firefox or Microsoft Edge: CTRL + Shift + P.

 

Log in to QuickBooks, then check your customer statements from there. 

 

When you're able to see the statements, let's go back to the regular browser and clear the cache. This removes the web cache data that's causing the issue. 

 

After clearing the cache, close out any browser processes for the finishing touches. 

 

Alternatively, we can use another supported browser to fix the issue. 

 

If you'd like to know more about customer statements, I'll share this article with you: Create and send customer statements in QuickBooks Online. 

 

Aside from statements, we can also send reminders to customers for their due invoices. Check out this article if you need help creating one in the future: Send invoice reminders automatically or manually in QuickBooks Online. 

 

Need to see your sales through reports? Check out this article for a guide: Use reports to see your sales and inventory status. 

 

Drop a reply below if you have more concerns regarding your customer statements. Would you like some assistance in managing other entries like expenses or running reports? Add the details in your reply and I'll help you out. 

T
TRLAuthor
November 22, 2022

Thank you James for your reply.

 

The problem is, the statement option is gone from the filter drop down button.

Invoices

Estimates

Credit memos

Sales Receipts

Recently paid

Money received

Unbilled Income

The above are all there, but not Statements.

S
SirielJeaB
November 22, 2022

Thanks for getting back to the thread, @TRL.

 

The Statement option from the filter dropdown button in all transactions isn't available in QuickBooks Online. In the meantime, I recommend sending your suggestions and feedback about this feature to our product developer. Here's how:

 

  1. Select the Gear icon in the upper-right corner.
  2. Click Feedback under Profile.
  3. Share your feedback.
  4. Click Next to submit.

 

You can always use this link to check the status of your request: QuickBooks Online Customer Feedback.

 

Moreover, let me give you another workaround to locate your Statements in QuickBooks Online. To do that: 

 

  1.  Go to the Customers tab.
  2. Click the specific customer, then click the Filter button.
  3. Set the Type to Statements, then click Apply. 
  4. If you want to create a new one, click New transaction.
  5. Select Statement. 

 

To manage your statements in QuickBooks Online, you can use this article for a reference: Create and send customer statements in QuickBooks Online. 

 

Feel free to click the Reply button if you need further assistance with your customer statements. Have a good day.

 

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