Customer Statements (4500 Customer Limit) Workaround

Your efforts in attaching a screenshot is appreciated, bena. Issues with creating customer statements can be challenging, especially when timely communication is vital for cash flow and your business's financial health. Together, let's explore an alternative so you can create customer statements effectively. 

Since you're only creating statements for approximately 50 customers but encountered this alert message, I'd recommend choosing the Multiple Customers selection instead of the All Customers option. This approach lets you select specific customers, potentially avoiding data issues affecting this process.

However, if you continue to receive the same alert message, I'd suggest performing some diagnostic procedures to resolve this unexpected behavior. These steps can help us identify the root cause of the issue and implement an effective solution. 

Here's how:  

1. Click the Window tab, then select Close All.
2. Go to the File menu, and then hit Utilities.
3. Choose Verify Data. If you see: 
   • QuickBooks detected no problems with your data: The data is clean. An error message: We can search for it on our QuickBooks Desktop support site on how to fix it. 
   • Your data has lost integrity: Data dais detected. Rebuild your data to fix it.  

Then, we can Rebuild your company file data to ensure we can completely remove any problems. If the issue persists, we can use the QuickBooks Desktop Tool Hub to fix common QuickBooks Desktop issues.  

Additionally, you have the option to create statements for each customer individually for now. This approach tailors information for each customer's needs, ensuring they receive accurate and relevant transaction details. 


I’ll provide several resources to help you learn more about adding line items directly to a customer’s account register and creating automated payment reminders for invoices and statements:

• Enter statement charges in QuickBooks
• Create automated payment reminders for invoices and statements

I want you to know that I’m here to provide any additional assistance you may need as you work on generating customer transaction summaries. Should you have any questions or encounter any challenges along the way, drop a comment below.

I knew you were going to suggest that but it doesn't work, it doesn't show what customers have an open balance or are past due. 

This is not a solution or a workaround.

This is not a solution, it doesn't show what customers have an open or past due balance.

We are dedicated to providing the service and support to meet your needs, Benaaco. I'll do my best to help you resolve this customer statement issue in QuickBooks Desktop.

The error message indicated that the issue arose from selecting too many customers at once or opting for the All customers option.

To address this issue, we advise reducing the number of customers to under 4500 at a time and picking each one manually. This limit helps maintain good system performance and prevents mistakes from overloading the system.

On the other hand, I encourage you to submit your feedback to your product developer and share your experience within the platform.

Here's how:

1. Choose the Help option.
2. Pick the Send Feedback Online option.
3. Select the Product Suggestion option.
4. Enter your feedback suggestion.
5. Click the Send Feedback button.

For more details, I'm adding this page that contains the topic of creating a billing statement: Create and send customer statements in QuickBooks Desktop

You'll want to start utilizing the progressive invoicing in QuickBooks Desktop, here is an overview of it: Set up and send progress invoices in QuickBooks Desktop

We continue to stand by you as you work towards your customer statement goals in QBDT. We are united in our commitment to helping each other thrive and excel in our efforts.

@ChristineJoieR  Alternatively, QB could just raise the 4,500 limit and provide actual value for the amount of money Enterprise costs.

Agreed, their reasoning for setting it at 4500 is to prevent users from crashing QB by selecting too many customers. 

The thing is, I'm not trying to get 4500 statements, that's why I select "Do not create statements for customers with a zero balance"

I have done that at least 10 times so far this year and have yet to have one issue get resolved.

That is what QB support tells you to do when there is no solution and they are telling you to get lost.