How can i change the customer statement template?

Hello there, @finance-hwj1-co-.

Currently, changing the customer statement template isn't an option in QuickBooks Online (QBO). However, you can choose to list each transaction as a single line, including all details, and show the aging table at the bottom of the form. To do this, you'll have to visit the Sales menu on the Account and Settings page. For the detailed steps, here's how:

1. Go to the Gear icon.
2. Select Account and settings.
3. Go to the Sales menu.
4. Click anywhere in the Statements section to open its contents.
5. Choose the option you want (List each transaction as a single line, List each transaction including all detail lines, or Show ageing table at bottom of statement).
6. Select Save.

I've attached a screenshot below that shows the last four steps.

There are three types of customer statements in QBO. It's the Balance forward, Open Item, and Transaction Statement. If you wish to know more about them, kindly check out this article: Create and view customer statements.

In the meantime, I'd recommend visiting our blog and newsletter to keep you updated on the latest news and product upgrades.

Additionally, you're able to customise your sales forms like invoices, quotes, and sales receipts. This is to add information that matters most to your business. For the step-by-step guide, you can refer to this article: Customise invoices, quotes, and sales receipts in QuickBooks Online. It also includes details about editing custom templates.

You can always comment below if you have other concerns or follow-up inquiries about managing customer forms in QBO. I'm just around to help. Take care always.

The statement no longer fits in my double window envelope for mailing to customers.  It changed on it's own and now I can no longer use the envelopes I purchased.  Why the sudden change?

Why cant we do this?  Also, why doesn't the statement at the very least honor the template for the invoice so we have some brand consistency?  I think its silly that with all of the other customization options everywhere else, that we cant at least select a template in QBO.

So after more than two years, this is still not an option? Why is it you have time to make the interface less user friendly when it wasn't broken but we cannot customise statements appearance... all your competitors allow this - might as well move over to Xero at least it has some of the basics correct. 

I have the "show aging statement" option turned on. The aging statement does show in the statement, but then when I go to print it, it's gone. I've tried changing the paper size in the print preview options, but the aging table still does not show and does not print in spite of the aging statement being present when I create the statement and having "show aging statement turned on".

I tried exporting to excel as suggested above, but when I go to all sales, I cannot filter the transaction type by statements. That isn't even listed as a transaction type in the drop down list for transactions, so I can't do anything else. Can't edit the template in Quickbooks online. Can't export to Excel. Can't get the aging table to print. There are a lot of things I can't do and not much I can do to fix it!

From this morning al my clients that pay with the card are not able to receive statements as the banking fees from the deposits appear on the customer statements.

I have called with no joy and I have checked all settings and have done everything possible from my side but I can not fix this problem.

I only use balance brought forward statements and its now showing deposit banking fees.

This is too much for me.

HELP PLEASE

Why aren't the same statements and statement formats available in QuickBooks Online like there are in QuickBooks desktop? With support no longer being available for QuickBooks Desktop, this company switched to QuickBooks Online but the last thing we expected was to not be able to do some of the basic functions that were done with the Desktop version. What gives?

Why is it necessary to raise an issue and submit a request to a development department for something that was already available? We're not asking for something new or foreign. This statement is on the QuickBooks Desktop...just go get it! What  is so hard about that? Why would something useful be removed in the first place? 

There is nowhere in QuickBooks Online to create or customize a customer statement that is remotely close to the Desktop statement that simply listed the payments made for the year, and the total—a statement that our company provided to our clients for tax reporting purposes. Why couldn't the existing report be kept in place?

There isn’t even a place to edit the statement heading to include our EIN (which should be a simple option).

Are you seriously telling your clients to export data into Excel and manipulate it instead of being able to generate a statement in QuickBooks? Do you know how much time that requires? Do you understand the gross margin for error it creates?

To discontinue support for Desktop and have clients use Online for way more money and far less features, not even having basic features is reprehensible and unconscionable.

I'd just like to add to the list of QBO customers who view QBO's response to customer's issues as unsatisfactory.  I too wish I could edit the format of the statements, and I'm having to spend a considerable amount of time formatting my statements IN RESPONSE TO MY CUSTOMER'S requirements!  QBO / Intuit has passed the buck.

Now, I understand that we as YOUR customers, and wanting the ability to edit the format of statements creates endless amounts of custom queries to your backend databases, and that's asking too much.  So, after several years, there hasn't even been the addition to have limited options like there are in "Custom Form Styles".

In regards to asking people on the forum, who submit legitimate feedback, to submit through your feedback system...THIS IS A METHOD OF FEEDBACK, and it's Intuit's job to take this information and submit it to its development team.  Submitting feedback covertly through QBO is merely masking issues from the public eye. Having issues available to be viewed publicly (e.g: this forum) is just bad for business, eh?

If you're going to slowly herd me over to QBO, so Intuit can slowly let go of QBD, give me access to tailor my reporting without having to export data to a separate program.  I'm not talking pretty little lines and the ability to add flowers to the border.  I want to be able to provide my customers the data THEY want.  I don't want a cookie-cutter response.  Intuit's response needs to be through action.  Intuit's cost reduction in development is really a short-term gain for stakeholder returns.  As these issues pile up in Intuit's 'ignore' pile, revenue has a tendency to decrease, and long-term stakeholder returns suffer...just sayin'.

When will we be able to customize customer statements to include our logo and other features?