Customize Customer Statements

Hello there, @apadua.

I'll share some insights about customizing the customer statement format in QuickBooks Online (QBO) and guide you in sending feedback or product recommendations to help improve the features and your experience using the platform.

For the time being, changing the customer statement template isn't an option in QBO. However, you can choose to list each transaction as a single line, including all details, and show the aging table at the bottom of the form. To do this, here's how:

1. Go to the Gear icon.
2. Select Account and settings.
3. Go to the Sales menu.
4. Click anywhere in the Statements section to open its contents.
5. Choose the option you want (List each transaction as a single line, List each transaction including all detail lines, or Show ageing table at bottom of statement).
6. Select Save.

On the other hand, I can see how customizing the customer statement format would benefit and aid you in managing your income and sales transactions. With this, I would encourage you to send suggestions or product recommendations. We'll take them as opportunities to improve the various features of our products. Here's how:

1. Go to the Gear icon.
2. Select Feedback.
3. Type in your recommendation in the Share your feedback field.
4. Click Next.
5. Follow the on-screen instructions to complete the process. 

Also, there are three types of customer statements in QBO. It's the Balance forward, Open Item, and Transaction Statement. If you wish to know more about them, kindly check out this article: Create and send customer statements in QuickBooks Online.

If you have any other concerns or questions about managing income and sales transactions in QBO, please let me know by adding a comment below. I'm always here to help. Have a great day!

It is crucial to make this option available to us as soon as possible. For example, while we are able to designate a LOCATION and then what address, phone number, etc. to use for that location on an INVOICE, we have NO CHOICE as to what address the STATEMENT uses and we end up with the wrong address on the statement when we want it to show the LOCATION address. The layout is also an issue but not as important as this location issue is.
Please advise as to when this will become an option. Thank you!

I know how important it is for you to modify the customer statement template in QuickBooks Online (QBO), mexcanuck. Let me provide some updates on this option.

Customizing customer statements is currently unavailable. Rest assured our engineers are working nonstop to improve the product and provide the best possible experience for all QuickBooks users. While this option is still unavailable, I encourage you to submit feedback directly to them. It allows them to decide what additions and adjustments are required to make our product more effective and consider the option to edit the templates for your statements in the future.

To send your request:

1. Select Feedback from the Gear icon.
2. Enter your comments or product suggestions.
3. Tap Next to submit.

Please know that our product engineers are considering all proposals based on the number of requests and their impacts on all users. You can track feature requests through the QuickBooks Online Feature Requests website.

On the other hand, I'm adding this link to learn more about creating and viewing statements in QuickBooks: Create and send customer statements in QuickBooks Online.

Feel free to return to this thread if you have further concerns about QuickBooks or your customer statements. I'll be right here to help you again. Keep safe!