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Maariyah
Level 1
posted
‎December 13, 2019 02:41 PM
last updated ‎December 12, 2019 7:41 PM

HELP. New to QB: How do I look at statement transactions after processing details. I can see EXPENSEs listed in date order in side margin. How do I see the credits. Need to see both to tick off.

 
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1 Comment 1
MariaSoledadG
QuickBooks Team
QuickBooks Team
‎December 13, 2019 06:37 PM

HELP. New to QB: How do I look at statement transactions after processing details. I can see EXPENSEs listed in date order in side margin. How do I see the credits. Need to see both to tick off.

Hi Maariyah,

 

Welcome to the Community. Thanks for choosing QuickBooks.

 

You can choose the balance forward, open item and transaction statement in QuickBooks Online (QBO). Let me guide you on how to create them.

  1. Click the Sales menu
  2. Go to the Customers tab.
  3. Select the checkboxes for the customer or customers you want to make statements for.
  4. In the Batch actions drop-down arrow, select Create statements.
  5. In the Statement Type drop-down arrow, select the type of statement you'd like to make.

I have attached screenshots for your visual guide.

 

 

When credit is applied to a transaction, it will show on 

 

 

 

 

 

 

 

 

 

 

 

 

At this time, removing credit on your statement isn't an option. However, you can click the Apps menu on the left pane or go to the app center to search for an app that can work with your business needs. 

 

Please go over on this article for your reference if you want to customise your statements: Create And View Customer Statements.

 

If you have any other concerns, please let us know. We're always right here to help you

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