adding account summary to invoices but on a sub-account/contact basis not entire account

Hi there, Bea5.

Thank you for visiting the QuickBooks Community. We aim to deliver customer satisfaction at all times that's why we fix an issue as soon as possible. With that, may I ask for additional information on which part you're referring to or a specific issue you're encountering? I appreciate any further details so I can present an accurate solution.

You can click this article to view different details on how the account summary feature in QuickBooks Online gives your customers a snapshot of their recent transactions: Add an account summary to an invoice in QuickBooks Online.

I'd be glad to help you out, so don't forget to visit this thread and add further details about your question.

Hi and thanks,

I did add the account summary to the invoices, which is what I intended to do. That was easy. And I know how to remove it. The problem is that I want the account summary to show only the invoices and amounts that belong to that particular individual within the account (that is, a contact under the account, I think these are called sub-accounts in QBO?), but I don't see a place to do that. Right now it shows the account summary for the entire account, and we have several accounts where we have very many contacts in different departments, so that becomes very confusing. I'd like to show only the account summary for that one individual. Is that doable?

Thanks for your reply, Bea5.

To clarify, are you trying to print an invoice or a statement? If you only want to see the individual account summary, you can change how the customer is billed. 

Here's how:

1. Go to Sales > Customers.
2. Select the sub-customer's name and click the Edit button.
3. Under the Is sub-customer section, choose Bill this customer from the drop-down list.
4. Hit Save.

Once done, go back and print the invoice of that customer or click the + New > Statement. Then, try printing a statement for that specific individual. 

You can also read these articles for reference:

• Add an account summary to an invoice in QuickBooks Online
• Create and send customer statements in QuickBooks Online

Please let me know if this is what you're looking for. I'll be around to help until a solution is found. Take care and stay safe!