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Level 1

Can I add description details in statement of account?

Now when I generate Statement of Accounts, I only see the invoice no .. not the description details.. how can I add description details in SOA?
1 Comment 1
RoseJillB
QuickBooks Team

Can I add description details in statement of account?

I can guide you in showing the description details on the statement of accounts in QuickBooks Online (QBO), account.

 

When creating statements, we can change your sales content settings to display description details on the statement of accounts (SAO). Let me walk you through it using the steps below:

 

  1. Go to the Gear icon and select Account and Settings.
  2. Navigate to the Sales tab and scroll down to the Statements section.
  3. Click the pencil icon to edit and toggle on the List each transaction including all detail lines to display this information on your statements.
  4. Hit the Save button and Done.
    description details.PNG

     

After that descriptions will show under the Activity column together with the other information of your invoice. 

 

Furthermore, you can refer to this article to see what type of statement to send and how to send them: Create and send customer statements in QuickBooks Online.

 

Stay in touch if you have additional questions about managing sales transactions or sending customer statements in QBO. The Community always has your back. Take care!