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Pandora18
Level 2

Statements

I'm trying to set up statements for our customers.  Quickbooks desktop 2023.  Years ago I set it up with our address.  Now the address appears fine on monitor, but is much too large when I print.  (HP Laserjet MFP 148 MFP 149.)

 

How do I fix this?  It worked fine in earlier versions of Quickbooks, now that i'm on 2023 it's not fine.  

Solved
Best answer 2 weeks ago

Best Answers
ChristineJoieR
QuickBooks Team

Statements

I understand you need to save your current customized statement template, Pandora18. Let's make sure your updates are successfully applied.

 

In QuickBooks Desktop, within the Basic Customization windows, the OK button in the Statement template window is the button intended to save your changes and apply them to the form.

 

Since you're unable to see the option, it may be hidden below your screen. Follow these steps to resolve this:

 

  1. Hover the mouse cursor over the Basic Customization window.
  2. Click and hold the window.
  3. Please drag the window upward to reveal the hidden options. This will allow you to reveal the full window and ensure you can access the save option.
  4. Next, click the Ok button to save the changes.
    image.png

 

Additionally, please refer to this article for more information about creating and sending customer statements in QuickBooks Desktop.

 

I'm glad to assist with customizing the statement template in QuickBooks Desktop. Your success is our priority, and we’re committed to making your business journey as smooth as possible.

View solution in original post

5 Comments 5
JeraldR
QuickBooks Team

Statements

Since the address displays correctly on-screen but prints too large, the issue may be related to how QuickBooks interacts with your printer drivers, @Pandora18.

 

To fix this, let's ensure the printer is set up correctly. We can also try adjusting your printer setup to a lower than 100 percent to see if that reduces the large address without making the rest of the statement too small.

 

If your printer setup is already adjusted and you are still having an oversize address, please follow the troubleshooting steps in this article: Fix printing issues in QuickBooks Desktop.

 

If there are more questions in mind, we're just one click away.

Pandora18
Level 2

Statements

The statement itself is fine.  It's my company name that is too large.  Years ago the image of my return address (from envelopes) was posted on the statement template.  And that worked for many years.  through many versions.  

 

 

Rea_M
Moderator

Statements

Thanks for getting back to us, Pandora18. I agree with my colleague that this might be related to how QuickBooks is working with your printer settings. Let’s work together to resolve this!

 

Have you had a chance to check if your printer is set up correctly? If you haven’t already, it’s definitely worth a try so we can narrow down what’s causing this issue.

 

If everything looks good with the printer setup, but the size issue with your company name persists, we can explore a few other solutions to get this fixed.

 

Start by making sure you can print from any program. In these steps, we’ll use Notepad. You can try to print from any program you have, as long as it's not QuickBooks.

 

  1. Select Start and browse to Notepad.
  2. Enter some text and go to File, then select Print.
  3. Select the correct printer and select Print.

 

If the issue continues, we recommend testing the printer setup to rule out any configuration problems. You can check out Solution 2 in this article to proceed: Fix printing issues in QuickBooks Desktop.

 

Please keep us updated in the comments so we can assist you further.

Pandora18
Level 2

Statements

I took off the address image and clicked company name and company address on the statement template.  How do I save it? There doesn't seem to be a way to save it.  

ChristineJoieR
QuickBooks Team

Statements

I understand you need to save your current customized statement template, Pandora18. Let's make sure your updates are successfully applied.

 

In QuickBooks Desktop, within the Basic Customization windows, the OK button in the Statement template window is the button intended to save your changes and apply them to the form.

 

Since you're unable to see the option, it may be hidden below your screen. Follow these steps to resolve this:

 

  1. Hover the mouse cursor over the Basic Customization window.
  2. Click and hold the window.
  3. Please drag the window upward to reveal the hidden options. This will allow you to reveal the full window and ensure you can access the save option.
  4. Next, click the Ok button to save the changes.
    image.png

 

Additionally, please refer to this article for more information about creating and sending customer statements in QuickBooks Desktop.

 

I'm glad to assist with customizing the statement template in QuickBooks Desktop. Your success is our priority, and we’re committed to making your business journey as smooth as possible.

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