Customer Statements

Kaz24 · ‎October 06, 2022

We are a CIS Sub-contractor. Is there anyway of issuing a Customer statement showing amount due on unpaid invoices with gross figures rather than amount due including CIS tax deduction. The contractor says they are unable to accept a statement with the CIS already deducted. The only way I can do this is manually which is time consuming. The desktop version was so much better at dealing with CIS.

ReymondO · ‎October 06, 2022

Good day, @Kaz24.

The option to send customer statement showing amount due with gross figures on unpaid invoices is unavailable in QuickBooks Online (QBO).

For now, you'll have to do it manually when issuing statements to your contractors.

I can see how this option would be helpful for your business. Let me take note of this suggestion and send it to our developers to help improve your experience.

You can also send feedback to them so they can review it. This will help them decide on which part of the program they should work on to improve our service. Simply follow these steps to send your suggestions:

Select the Gear icon at the top and click Feedback.
Enter your comments or product suggestions. Then, select Next to submit feedback.

You can track feature this requests through our QuickBooks Online Feature Requests website.

While we continue to make your experience with us even better, I recommend visiting our QuickBooks Online Blog to get the recent news, information about the latest features, and updates.

If you have any questions or additional clarifications about statements, let me know. I’m here to help. Have a good one!

View solution in original post

ReymondO · ‎October 06, 2022

Good day, @Kaz24.

The option to send customer statement showing amount due with gross figures on unpaid invoices is unavailable in QuickBooks Online (QBO).

For now, you'll have to do it manually when issuing statements to your contractors.

I can see how this option would be helpful for your business. Let me take note of this suggestion and send it to our developers to help improve your experience.

You can also send feedback to them so they can review it. This will help them decide on which part of the program they should work on to improve our service. Simply follow these steps to send your suggestions:

Select the Gear icon at the top and click Feedback.
Enter your comments or product suggestions. Then, select Next to submit feedback.

You can track feature this requests through our QuickBooks Online Feature Requests website.

While we continue to make your experience with us even better, I recommend visiting our QuickBooks Online Blog to get the recent news, information about the latest features, and updates.

If you have any questions or additional clarifications about statements, let me know. I’m here to help. Have a good one!

Kaz24 · ‎October 06, 2022

Thank you for your reply, I think Quickbooks online need to improve greatly on their CIS accounting. I thought moving from desktop to online would be better, I should have looked at other accounting software.

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