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Active Member

how to modify customer statements

The customers statements show the Open Amount column aligned to the left. How do I change it to be aligned to the right.

6 Comments
Established Community Backer ***

Re: how to modify customer statements

The statement can not be customized to change the layout

QuickBooks Team

Re: how to modify customer statements

Hey there, JacobvdW.

 

Thank you for reaching out here for support. I'd be glad to offer some insight regarding modifying customer statements.

 

I can see how it would be useful to have the ability to change the alignment of your customer's statement. As Rustler mentioned, the statement can't be modified at this time. I'll make sure to pass your idea along to the appropriate channel. Doing so will notify the Product Development team, letting them know you'd like to be able to calibrate the statement  to the right.

 

In the meantime, I've got an article for you that offers some pointers on creating and managing statements in QBO: https://quickbooks.intuit.com/community/Income-and-expenses/Create-and-manage-statements/m-p/186219.

 

I wish you the best of luck with your business. Please know the Community always has your back if you have any other questions.

Experienced Member

Re: how to modify customer statements

Will the ability to customize statements be added soon?  It's embarassing to mail a statement that looks as unprofessional as the quickbooks standard statement.  We print forms as our business so this could be a deal breaker for us.  Please, please, please!

Established Member

Re: how to modify customer statements

I'm new to QB Online and it's frustrating that I can not customize the Statement form. (Also, even the ability to customize Invoices is very poor and limited!!!!!)

Active Member

Re: how to modify customer statements

my terms are net 15 days - but in QBO the statements cannot be modified to show ageing in 15 day increments - is this something you guys (and gals) are working on???

QuickBooks Team

Re: how to modify customer statements

Hi TSturdy,

 

This isn't something that we work on at the moment, but I'll share this idea to our product engineers to be considered in future updates.

 

If you have other questions, you can always visit us back here. Have a nice day ahead!