Is there any way in Quickbooks online to create customer statements the way you can in QB Pro desktop? Select all customer and then select "do not print for customers with zero balance"? We have over 1400 customers and quite a few have a balance.
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 CustomerBalance Status, choose Open in the drop-down menu.