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accounts-control
Level 1

The statement template in Advanced looks unprofessional. The right hand £ column is centred to the left and there is no running balance. Is there a way to fixing this?

I can't find  way of customising the template. Desktop also allowed you to put in the customer's PO number.
1 REPLY 1
MariaSoledadG
QuickBooks Team

The statement template in Advanced looks unprofessional. The right hand £ column is centred to the left and there is no running balance. Is there a way to fixing this?

Let me direct you to the right support so they can handle this, Accounts.

 

Unlike pre-designed templates where you have limited control over the elements, I can see the importance of being able to customise a statement template. This provides more flexibility and freedom to modify various aspects where you can adjust the color, fonts, layouts, and other design elements to align with your brand identity. 

 

Let our developers team know how this feature helps your business needs. You'll want to send a request by following the steps below:

 

  1. Go to the Gear ⚙ icon, then Feedback.
  2. Enter your comments or product suggestions. Then select Next to submit feedback.

 

This goes to our Product Development team to help improve your experience in QuickBooks Online. You can track feature requests through the QuickBooks Online Feature Requests website.

 

Furthermore, you can run reports in QuickBooks Online (QBO) which offers several reports that you can use. You'll only have to make sure to customise them so they will provide the right data you need: Customise Reports In QuickBooks Online.

 

If there's anything else that you want when customising your statements in QuickBooks, let me know so we can get back to you on time. Have a good day ahead!

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