Skip to main content
M
Melissafield
December 10, 2019
Question

how do I add a header to a QuickBooks statement?

  • December 10, 2019
  • 2 replies
  • 0 views

I need to have QuickBooks statements pull from the "ship to" box instead of the "invoice to". Can someone please advise me on how to do this?? Currently using QuickBooks Desktop

2 replies

AddieC
AddieC
December 10, 2019

Hi Melissa, 

 

A statement is a summary of your customer's account, listing recent invoices, credit memos, and payments received. A reminder statement can be created and sent to your customers to show how much they owe on each invoice. I can see why you'd like to add a "Ship to" header in replacement of the "Invoice to" option. I'll explain how this works. 

 

You can add a statement customization by clicking Lists > Templates > double click the statement template you want > Additional customization. This is where you can change the headers and information on the statement. 

 

Here's two helpful articles you may also wish to review:

If you have any other questions about this, please reach out to our tech support team for further assistance.

 

Cheers!

M
MelissafieldAuthor
December 10, 2019

Thank you for the response. However, I need a statement to pull from "ship to" as we have switched our system so that the customer name doesn't print twice on our receipts. The only way to do this (as far as we know) is to have our invoices and statements pull from "ship to" and the receipts pull from "invoice to".

I need to know specifically how to customize a statement to pull from "ship to" as it doesn't say that in any of your online resources. 

T
tami1
January 6, 2021

Did you ever get the answer to this?  Thanks!

Rebecca R
Rebecca R
January 6, 2021

Hi there and thanks for joining in on this thread.

Being able to customize your forms to send exactly as you need is an important part of the bookkeeping process. I want to work on getting to the root of this problem and point you in the right direction for the next steps.

I'd like to start out by helping pinpoint what exactly would cause the customer name to print twice. It could be in how your customer profile has been set up. If you've entered the full name of the customer in both the Company Name and Full Name fields, the name will default to appear twice in the invoice and as a result, on the statement as well. A great first step to take would be to verify how things have been set up in the customer profile, and remove the duplication if there is one. 

 

When it comes to this specific request to customize a statement to pull from "ship to", it isn't an option. Submitting feedback on this is the best way to have your voice heard and let the team responsible for product improvement know what would make QuickBooks better for your business. Do this by navigating to the Help menu, then selecting the option for feedback. I'll pass this along on my end too. 

 

Let me know if there's anything else QuickBooks-related that I can support you with! Have a fantastic day. 

Terms & ConditionsAccessibility statement