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Intuit

Add an account summary to an invoice in QuickBooks Online

Learn how to give your customers their account summary in QuickBooks Online.

An account summary shows your transaction history for an account for a specific period of time. In QuickBooks, you can also add an account summary to an invoice to give your customers a snapshot of their recent transactions.

In addition to the invoice balance, the summary gives them their current total account balance and all payments or credits since their last invoice.

Add the account summary to invoice

The account summary summarises your customer's info from the last year. It includes:

  • Balance Forward: The total amount due and any credit balance from the last invoice.
  • Payments and credits: All payments or credits since the last invoice.
  • New charges: The total amount of new charges and credits on the current invoice.
  • Total amount due: The customer's total balance.

To add account summaries to your all of your customer invoices:

  1. Go to Settings and select Custom Form Styles.
  2. Find the invoice template you use, then select Edit ✎. Or select New Style▼ drop-down and create a new custom template.
  3. Select the Content tab.
  4. In the form preview, select the body section and then Edit ✎.
  5. Select and check the Show on invoice checkbox. Note: You can’t select this option if you’re using an imported invoice style.
  6. Select Done.

To remove account summaries from invoices:

  1. Go to Settings ⚙ and select Custom Form Styles.
  2. Find the invoice template you use, then select Edit ✎.
  3. Select the Content tab.
  4. In the form preview, select the body section and then Edit ✎.
  5. Select and uncheck the Show on invoice checkbox.
  6. Select Done.

Create and send Balance Forward statements

Account summaries only show charges and payments made before you created the invoice. As an alternative, if you want to give customers their complete transaction history, send them a Balance Forward statement:

  1. Go to Sales and select Customers.
  2. Find the customer on the list.
  3. In the action column, select the small arrow▼ icon, then Create Statement.
  4. From the Statement Type▼ drop-down menu, select Balance Forward.
  5. Enter the Statement Date, Start Date, and End Date.
  6. Select Print or preview or Save and send.

To add the details for each transaction in the statement:

  1. Select Settings ⚙️.
  2. Under Your Company, select Account and Settings.
  3. Select the Sales tab, then Edit ✎ the Statements section.
  4. Select List each transaction including all detail lines.
  5. Select Save.
  6. Select Done

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