Thank you for posting here in the Community, @Donald Loewen.
Yes, you have the option to hide the accounts with zero balances. It would be my pleasure to walk you through the step-by-step instructions to create a Balance Forward statement for customers in QuickBooks Online (QBO).
You can follow these steps:
- Go to + New.
- Then select Statement.
- Choose Balance Forward in the Statement Type drop-down.
- Select the date range of the transactions that will be included.
- Under Customer Balance Status, choose Open in the drop-down menu.
- Click Apply. It will show the Recipients List.
- Click Save and close.
For information about creating a statement in QBO, please browse this article: Create and view customer statements.
To learn more about how to set up recurring transactions, add templates, and other related topics in QBO, check this article: Create recurring transactions.
I've also added this article that can guide you to enter charges directly into the customer’s register: Create statement charges.
Know that you can always get back to us if you have queries about customer-related transactions. I'll be here to keep an eye on your response and assist you with it. Take care!
