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Level 1

Customer statement

I am using QB Premier US 2019 desktop version.

Noted one issue regarding the printing of statements. The open balance print out does not tally with the open invoices report.


For eg. As at 30 June 2019 customer A is owing me $100. A pays me $50 on 1 July 2019.

On 2 July 2019 when I print the statement as at 30 June 2019, the statement will shows customer A owes me $50 instead of $100. This is because the system generates statement as of current date instead of report date.


Anyway to edit the statement to print as at report date?

Many thanks in advance

1 Comment
Not applicable

Re: Customer statement

You’ll always have the option to modify the statement period, seedling40.

Here’s how:

  1. Go to Customers at the top. 
  2. Select Create Statements from the drop down menu. 
  3. Choose the radio button for Statement Period From. 
  4. Set your desired date range. 

For additional details please refer to these articles:

Be sure to visit the Community space if more assistance is needed.

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