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MilkMaid2014
June 15, 2022
Question

Customer Statements

  • June 15, 2022
  • 1 reply
  • 0 views

Creating Customer Statements help please. 

 

When I create customer statements in QBO, everything is as it should be until I change the date range for the statements. At this point, when the page refreshes, I lose the check boxes alon gthe left side that allow me to select the statements I want to print. 

 

Sales > Customers > Select Customers > Batch Actions > Create Statements

Select Stmt Type > Choose stmt date > Select date range > Apply.... at this point I lose the left side check boxes and can no longer selects the statements to print. 

1 reply

M
MilkMaid2014Author
June 15, 2022

Addition:

I typically use Microsfot edge, but have tried the same process in Firefox and Chrome with the same results. 

J
JamesM4
June 15, 2022

Hello MilkMaid2014, 

 

Welcome  to the Community. It's essential you're able to use the program without running into issues. Don't worry, I've got your back. I'll be happy to steer you in the right direction so you can get back to doing what you enjoy. 

 

First, I'd like to start off by troubleshooting this issue to determine if it's a browser-related issue. Clearing cache and cookies is a great way to clean your browser allowing it to work more efficiently. Here's an article that shows you how to do that: How to clear cache and cookies. If this doesn't work, I suggest using a private/incognito window to see if that works instead. Try this out and let me know what happens. In case this issue persists, I encourage you to contact our support team so they can assist you further with this. Here are our contact details: 

  • Schedule a Callback or start a Chat: click (?) in the upper right in QuickBooks Online > enter "Contact support" > choose Contact Us > provide a brief summary > select Let's Talk > choose Get a callback or Start a Chat.
  • Social Media: Facebook, Twitter, and Instagram.
  • Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

I'll be one message away in case you need further assistance.

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