Customer statement

Sending customer statements without full details is my focus here, munimanis. You're in the right place for an answer. 

Hopefully, you're having a great day today. Happy to provide troubleshooting steps to ensure that some related invoice/payment information does not appear on the statement.

Ensure the following information below so the related information from invoice and payments will not show in the customer statement: 

1. You set the Statement to List each transaction as a single line in your Account & Settings. 
2. The Message on the statement field in your invoice doesn't have any details. This way, the memo will not show in your customer statement. 
3. Ensure that invoice details are entered in the Description box. 

Refer to the screenshots below for your further guidance: 

1. 

2. 

3. 

This will happen if the above three pieces of information are used:

To view the current statement, visit this article: Create and send customer statements in QuickBooks.

I've added some articles that might help you personalize your sales forms and manage customer data in QuickBooks:

• Customize invoices, estimates, and sales receipts in QuickBooks Online
• Add and manage customers in QuickBooks

If you still have questions in mind, please let me know by leaving a comment below. I'm always here to help you again, munimanis. Sending good vibes.

Dear MichelleBh,

Thank you for your reply, however i am already following the same you have shared in case of invoices and I am not having memo details in the statement, my main concern is with the payments in memo field i keep confidential details of bank remaining balance which is only for inhouse purpose. Please share how to remove that from the statement. I will add screenshots for your reference.

Thank you

Hello there, munimanis.

I appreciate for getting back to us here in the Community. Allow me to chime in and help you remove the sensitive information to your payment statement in QuickBooks.

You can remove the confidential information by opening the payment and editing the memo. Here's how:

1. Get the statement number and look at it on the Advance Search tool.
2. Open the statement and click the payment link.
3. Look for the Memo field and edit it.
4. Once done, select Save and Close.

Additionally, you're able to customize your sales forms like invoices, quotes, and sales receipts. This is to add information that matters most to your business. For the step-by-step guide, you can refer to this article: Customise invoices, quotes, and sales receipts in QuickBooks Online. It also includes details about editing custom templates.

You can always comment below if you have other concerns or follow-up inquiries about managing customer statements in QBO. I'm just around to help. Take care always.

Hello DebSheenD,

Thank you for replying,

However, it seems my concern is not fully reached.

Problem is I want to keep the information in the memo but not to show it to customer. right now what QBO is doing it is taking [payment no+memo] in the description of the transaction. I do not want to show the customer what has mentioned in memo.

I have also shared the screenshot in earlier message kindly refer for more details.

Please help!

Regards

MA

Dear DebSheenD,

Thank you for your reply,

However I do not want to remove the memo information from the payment itself, All i want is to remove from the customer statement and keep the memo for inhouse (only for myself).

the solution you have shared is removing the memo information from the payment itself and i wont be able to track the what the memo information.

I have also shared the screenshot in my earlier message please refer to that.

Regards

MA

Thanks for getting back to us and sharing additional information, @munimanis.

Currently, removing the remaining balance in the statement is unavailable in QuickBooks since this will be recorded in your customer statement. Also, can you send a screenshot of the setup of your settings if it's the same as what my colleague MichelleBh has mentioned? This is to ensure I can provide the best resolution to this.

In the meantime, you can consider looking for a third-party application that can remove your confidential details in QBO. To find a third-party application, you can go to the Apps menu and search for a tool that integrates with QuickBooks.

I've also added these articles that can guide you to enter charges directly into the customer’s register: 

• Create a statement
• Create statement charges

For tips while working with QuickBooks and running your reports, you can also review the details from these links:

• Customize reports in QuickBooks Online
• Find QuickBooks help articles, Community discussions with other QuickBooks users, video tutorials an...

You can always leave a comment below if you have follow-up questions with this or start a new thread if you have any other concerns. I'll be here to lend a hand. Stay safe, @munimanis.