Customize Customer Statements to add account number

Thank you Catherine, that worked!

I was using a custom data field called "Client #" and it wouldn't show up on the statement.  But using the built-in "account #" field worked perfectly.  Now I just have to add the client number to the account number field for each client....but that's  ok.

Thanks again!

Can you add the invoice number on the statement for reference in QBO? Please send the steps. I have can not find anywhere to do this. 

Thanks for chiming in on this thread, @Flogirlie. I appreciate your interest in customizing customer statements in QuickBooks Online.

Beforehand, please know that there are few customization options for statements in the Account and Settings where an option to add an invoice number is unavailable. Alternatively, you'll want to manually add the invoice number column so you'll be able to see it in your customer statement before printing it out.

To do this, please follow the steps below:

1. From the left pane, go to the Sales menu.
2. Go to Customer and choose one you'll want to customize.
3. Click the Gear icon, then tick No.
   
   

From there, create the statement and choose Print and Preview to see the invoice number reflected on the customer's statement.

For more details about creating and sending customer statements in QBO, feel free to review this article: Create and send customer statements in QuickBooks Online.

Moreover, I’ve added these great resources that help you modify your reports based on the data you need:

• Customize reports in QuickBooks Online
• Memorize reports in QuickBooks Online

I’m always ready to assist you if you have any other questions or concerns about managing your customers. Tag me in your reply, and I’ll sprint back into action. Have a good one, and keep safe.

Hello, I am trying to edit our statements because they are not displaying the addresses properly within the envelope display. I am looking for the option of Templates under the all lists category but it is not there, I do not have the option of editing out statements. How do I go about fixing this issue? Thank you!

I have QB Desktop and would like to change the items listed on my customer statements.   Currently, I can get an item detail, but would like to change that to the "Project/PO" box I have customized on my invoices.  Is there a way to pull that info column over rather than the lengthy item breakdown?  Just looking to save paper and give the customer enough information that they know what they are being charged for if they have several purchases in one month.  

Changing the item breakdown on your statements is a great functionality, durha.

As of now, this option is unavailable in QuickBooks Desktop. We're unable to add the Project/PO box you've added to your invoices. 

As a workaround, I suggest modifying the column in the Journal report. That way, we can change how the transactions are displayed on the report page.

I understand how this feature would help you in saving papers. I recommend sending a feature request directly to our Product Development team. Doing so helps us improve your experience and the features of the program. I'll show you how:

1. Go to the Help menu and then select Send Feedback Online.
2. Choose Product Suggestion.
3. Add the type of feedback.
4. Type in your feature suggestion.
5. Once done, click Send Feedback.
   

    

Creating billing statements is part of your usual Accounts Receivable workflows in QuickBooks Desktop. To see the other customer-related transactions, please refer to this article: Sales and Customers. 

In addition, I've added an article that'll help you personalize your sales forms to ensure you can add the important details of the transactions when sending or printing them: Use and Customize Templates.

I'm only a few clicks away if you need assistance managing your sales transactions in QuickBooks. It's always my pleasure to help you out.