I called as you suggested and that was a total waste of time.  Amy, from Quickbooks, told me to print each statement individually.  I laughed at her.  When I asked to speak to tier 2, she told me no.  I have been with Quickbooks for almost 20 years and this is not acceptable.  They need to let us go back to a previous subscription that actually works.

It has NOT been fixed!!! This is a pain in the A** that should have never happened.

Your feelings are valid, emh59. I recognize your concern and see the importance of having an easy way to select customers when printing their statements in QuickBooks Desktop (QBDT).

I value your time contacting our support team and following the suggested troubleshooting steps in the thread. As much as I want to help you investigate the root cause of this issue, I have limited access to the necessary tools within the Community.

To ensure you get the most accurate and effective resolution, I'd recommend contacting our live support team again for further assistance. They have the necessary tools to check your account securely and look deeply into this issue. They can also create a ticket for investigation if needed.

Here's how to reach out to them:

1. Open your QB account.
2. Click Help and choose QuickBooks Desktop Help/Contact Us.
3. Tap the Contact Us button.
4. Enter your concern/issue, then hit Continue.
5. Sign in to your Intuit account and select Continue. Then, Continue With My Account, and an email containing a single-use code will be sent to you.
6. Enter the code and click on Continue.
7. Choose to Chat With Us or Have Us Call You.

Please check out this article for QuickBooks support hours:  Contact QuickBooks Desktop Support. In the meantime, you can manually select each customer and not the All customers to create statements.

Additionally, check out this article about sending statements to customers in QBDT: Create and send customer statements in QuickBooks Desktop.

I've also added this article for future guidance in entering charges directly into the customer’s register: Create statement charges.

This thread is always open, and you can always stick around if you have further concerns when creating customer statements in QBDT. Just post here again, and I'll help you out.

I spent a LONG time on the phone with a lady who was very nice, but also didn't understand why the programming had been changed. Every time I run Statements,  I send messages to the help. This really shouldn't be that hard to put back like it was in the older versions. Nobody is actually DOING ANYTHING to fix the problem! You just keep telling us to do them manually. Thanks for making our work load so much heavier.

Can you please send this issue to whatever department can request or work on a fix for this problem.  So many of us are frustrated and it seems that nobody from QB who replies to these comments understands the problem.  Printing statements has never been an issue for us until we had to do the last mandatory upgrade.  Something in that upgrade changed and it needs to be corrected.

Has the problem been fixed with Ent 24?

Has the 4500 customer limit issue been resolved while creating statements?

Creating and sending customer statements efficiently, helps keep your financial records organized and supports clear communication with your customers, TC70. I've got some details about this.

At this time, Quickbooks Desktop Enterprise 2024 allows you to only review up to 4,500 customer records when you create a statement. It is to ensure QuickBooks runs smoothly on your device. If you have over 4,500 customers, you'll need to select them individually.

You can reference this article containing relative insights and complete steps in generating a billing statement in QBDT Enterprise 2024: Create and send customer statements in QuickBooks Desktop.

Additionally, you can refer to this resource on how to track customer transactions in QBDT: Get started with customer transaction workflows in QuickBooks Desktop.

Efficient management of customer statements is essential for keeping your records accurate. If you have any more questions or need further assistance with your statements in QBDT, don't hesitate to reach out again. We're always here to help with any issues or clarifications. Stay safe.

No, nothing has been resolved yet as far as statements go.

This is a waste of time.  Nothing gets fixed.

Again, a waste of time. What is the point of contacting customer service when this particular issue does not get fixed.  

No

Let's think about this with common sense.  QB is designed for small, medium, and medium to large businesses.  With the said, the 4500 cap on statements is ridiculous.  QB does not allow you to delete old and/or customers that have any kind of activity.  A business can easily hit the 4500-mark whatever size they are. 

Keeping QB running smoothly and using a 4500 max statement seems like a task that can be achieved.  Yes, it will take time, but there are competent computer experts that can tackle this issue. Customers complaining (many of us) should be enough to have this changed.

No, and I don't think they give a f*ck.

You are wrong.  It is your issue not any of our companies.  It is as if where you check the box "include transactions over 30 days past due" is not recognized as being checked.  It should only pull up customers over 30 days or whichever number you put in that box (in our case, we like to send notices after 30 days).  Before this issue, if you did not check that box, that same error message came up about max of 4500 customers. So then once I would check the box (because sometimes I forgot to check the box) it would populate only our customers 30 days past due.  IT IS NOT RECOGNIZING THIS BOX IS CHECKED.  I do not know how else to explain to you.  I have called in twice and screen shared and sat on phone for an hour.  I have explained for your people to look into it not recogzing the customers over 30 days box- NO ONE LISTENS. This should be an easy fix on your end, instead each and every one of YOUR PEOPLE are blaming every business with this issue.  Check into the issue I have explained here.  

What happens if you condense your past files?

Hello, Louis54.  I wanted to take a moment to join in on this conversation and share some valuable information regarding the process of condensing your files.

When you condense your past files in QuickBooks Desktop (QBDT), the process primarily serves to streamline your company data file by removing old, closed transactions and summarizing them into journal entries. This can significantly reduce the file size, which may improve performance and mitigate issues such as slow loading times and crashes associated with large data files.

Here’s what QuickBooks typically does during the process:

• Saves an archive copy of your company files.
• Removes old, closed transactions.
• Summarizes old, closed transactions. Condensing typically creates summary monthly journal entries for the old, closed transactions and places these summary transactions in the current, working version of the QuickBooks data file.
• Clears the audit trail. If you clean up a company file and indicate that the company file should be condensed, QuickBooks clears the audit trail before the “removed closed transactions on or before” date.

The condense file process typically means creating a copy of the QuickBooks data file that you save and put away someplace and then creating a scaled-down version of the working company file. The command that you use to condense the QuickBooks company file, however, also allows you to create almost-empty company files.

Additionally, I recommend backing up your QBDT company file before proceeding with condensation. This way, we can make sure that you can restore your data file in case you run into trouble.

Finally, I've added this article for detailed information about condensing your company file: Use the Condense Data utility.
 

Thank you for reaching out, @Louis54. I hope the information and steps above have clarified your concern regarding condensing your past company files. If you have further questions or concerns, please don't hesitate to post a reply. Our team is available to help and looks forward to assisting you further.

Does the condense feature allow you to delete old customers to help get below the 4500 customer limit?

Does condensing the file allow you to delete old customers so you can get below the 4500 limit?

Hello there, @TC70. 

Let me provide information about the Condense feature in QuickBooks Desktop (QBDT).

The Condense Data utility in QuickBooks Desktop allows you to reduce the size of your company file by removing transactions outside of a selected date range, helping to streamline your company data file and improve it's performance. However, it does not specifically allow you to delete old customers to get below the 4,500 customer limit.

Furthermore, if you have reached the maximum limit of 4,500 customer when generating a customer statement, you can delete the customer with no associated transactions or those marked as inactive. Before proceeding, make sure to create a  backup copy to prevent any data loss. Here's how:

1. Open your QuickBooks Desktop company file.
2. Go to the Customers menu, then select Customer Center.
3. Find the customer you want to delete, Then, right-click and select Delete Customer: Job.
4. Click OK to confirm.

For future reference, you can check this article to learn more about the maximum number of list entries you can make in QBDT: Maximum number of list entries.

Please inform me of any developments, @TC70. If you have questions, feedback, or concerns about the condense feature or limits, feel free to reach out to the Community. I'm here to help.

This did not work.  You cannot delete a customer marked inactive with old transactions associated with them.

The inactive customers should not play into the 4500 customer limit when trying to create statements.

Please find a fix. Clients with 300 statements to print should not have to waste so much time printing statements. This is really stupid.

As I have said since this issue started over a year ago it is though Quickbooks is not recognizing that we have only customers over 30 days checked- We have 2 people passed due right now and it tells me I have 4500.  This is a Quickbooks issue and no one cares to look into it.  We have all tried over and over and over.  

And since it sends me an email whenever someone posts on this subject, I get to come and check like on their posts and complain that this has NOT been addressed!!

It's concerning when the issue has persisted for an extended period of time, @Dolce2, @TC70, and @emh59. Rest assured, an appropriate team will assist you in resolving the 4500 customer limitation when generating statements in QuickBooks Desktop (QBDT).

To address the urgency of this matter, it's best to reach out to our customer support team. They can analyze the behavior of the program to identify any underlying issues that causes the error message. If necessary, the can also initiate an investigation to ensure a thorough resolution. To do that:

1. Go to the Help menu and click QuickBooks Help.
2. Select Contact Us.
3. Provide a brief description of your concern, and click Continue.
4. Log in to your Intuit account, select Continue, then Continue with my account.
5. Enter the single-use code you received in your email and hit Continue.
6. Choose between Chat with us or Have us call you.

Furthermore, you can never miss a transaction again by memorizing it in QBDT. This way, the program will automatically create one to help you skip manual entry.

Please don't hesitate to visit this forum again if you have other concerns about sending customer statements. Our team is dedicated to lend a hand and support you every step of the way. Have a good one.