Creating a customer statement that includes (a) product/service and (b) description

Hey there, @Jeff W. 

Congrats on making your first post here in the Community. Let me share some insight about customer statements in your QuickBooks Online account. 

You can easily include all the detail lines with the transactions with a few easy setting changes. Here's how: 

1. Go to Settings ⚙. 
2. Choose Account and settings.
3. Select the Sales tab and go to the Statements section.
4. Press Edit ✎.
5.  Pick List each transaction including all detail lines.
6. Hit the Show aging table at bottom of statement option.
7. Click Save and then Done. 

If this doesn't work for you in the end, you can submit feedback to our Product Developers so they can consider adding this in the near future They take the time to review your request and try to include them in the next available update. 

Check out to Blog site to keep up with what's new in the system. Don't hesitate to come back if you have any other questions. Take care! 

Hi @Jeff W ,

Rishika here from Better Reports.

I think our app Better Reports can show this easily. I have attached a screenshot below of a sample report showing the customer's invoice details. It is also possible to filter this report by a specific customer and schedule it to be sent automatically to the customer's email or Google Drive at a regular cadence.

Also, there are other built-in reports available like "Balance sheet", "Profit and Loss by Class", "Profit & Loss by Product", "Profit & Loss by Customer", etc. We can create custom reports as well, based on your business requirements. 

What do you think?

You are correct that when I do what you say, the statement shows the detail that appears in each invoice under the "description' column.  However, I also need the information under  the "product/service" field for each invoice in the statement.  That is still missing and I cannot see a way to turn it on anywhere.

Let me help you achieve your goal, @Jeff W.

Running a Sales by Customer Detail report will let you view the products/services statement with the information you've mentioned.

However, the Transaction type will only show Invoices and not Payments. Running the Invoices and Received payments report will let you view it.

Furthermore, to view it on one page you can export your reports to Excel from QuickBooks Online you'll also be able to edit the transaction types to view invoices and payments with products/services.

To see tips and related articles, you can click this link: Create and manage reports.

Feel free to reply to this post if you have further questions about customizing customer statements. I'll be willing to lend a hand. Take care!

How can I get Better Report app?

Thanks for getting involved with this thread, CA202.

You can search for apps in our QuickBook App Store.

Here's how:
 

1. Go to the QuickBooks App Store.
2. In your Enter your search... field, enter a keyword you'd like to search for.
3. Select one of the search results to review information about the application. You'll also see options to get an app you're looking at.

You can learn more about using applications on our QuickBooks Integrations page.

Please don't hesitate to send a reply if there's any additional questions. Have a great Thursday!