Customer Statements

Thank you for providing detailed information regarding your concern about the subject section of customer statements, Awilp. This helps me understand the issue you are encountering and allows me to address it more effectively.

When you send an email from QuickBooks Desktop (QBDT), the subject line will display "Statement" or "Transaction" based on the transaction type per customer.

If you tick the Combine forms to a recipient in one email checkbox, it’s important to note that when other transaction types such as invoices or sales orders are included alongside customer statements, the subject line for those entries will be displayed as "Transactions." However, for statements, it will remain labeled as "Statement". I've included some screenshots below for your reference.

If the box is unchecked, the subject area will reflect the specific transaction type included.



For more information about creating summaries of your client's invoices, payments, credits, and balances, check out this article: Create and send customer statements in QuickBooks Desktop.

Your time is incredibly valuable to us, and I want to make sure all your questions and concerns are fully addressed. If you need additional information about sending forms in QBDT, please comment below. I'm dedicated to offering you comprehensive support and guidance tailored to your needs, Awilp.