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1231 4628 3419 129
Level 1

Edit Statement Template

Our Customers Are Asking For Banking Details To Be Added To The Statements We Send Them

 

How Do I add Banking Details to The Statements???????????

 

Using QBOL

 

Regards Linden

1 Comment 1
Angelyn_T
Moderator

Edit Statement Template

Hello, @1231 4628 3419 129.

 

Allow me to help share information about sending statements in QuickBooks Online (QBO).

 

You can create a statement and send it to your customers to let them know of their account balance details. Currently, such an option of adding bank details to the customers statements isn't available in QBO yet. However, I'll do take note with this so I can pass along the suggestion for you.

 

In addition, you can also visit our QuickBooks Blog to stay updated with the latest QuickBooks news and updates.

 

For further details about creating and managing statements, you may check this article: Create and manage statements.

 

In case you have any other QuickBooks concerns in the future, you may check our self-help articles: Help articles for QBO.

 

Our doors are always open here on the Community page, feel free to add a comment below if you have any other questions about statements. I'll be always here to help you!