How do I remove "balance forward" from all invoices.

I can share some tips on how to remove that, thomas-redbarnpo.

Once the Balance Forward option is selected, QuickBooks lists all invoices and payments with outstanding balances for a specific date range. If you don't want to show that section in your statements, you can choose the Open Item or Transaction Statement. Here's how:

1. Go to the Sales menu, then select the Customers tab.
2. Tick the checkboxes for the customers you want to make statements for.
3. In the Batch actions drop-down menu, choose Create statements.
4. In the Statement Type drop-down menu, select Open Item or Transaction Statement.
5. Set the dates for the statements and review the customer's email addresses.
6. Select Save and close, Save and send, or Print or Preview.

I've also enclosed some articles  that will help you personalize the statements and invoices that you send to your customers:

• Customize sales forms
• Create and send customer statements

Do you have any other questions in mind? Feel free to leave them below and I'll get back to you. Have a great day ahead.

Hi thomas-redbarnpo,

Hope you’re doing great. I wanted to see how everything is going about your concern yesterday. We're you able to remove the Balance Forward section? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.

Looking forward to your reply. Have a pleasant day ahead

I tried this and it does not work. My customer is requesting the all invoices with no balance forward, only current charge for that invoice. I've gone into editing section of the invoice and removed it but it still prints on all invoices.

Good day, @centurionstrong.

You can use the Transaction Statement when printing your statements in QuickBooks. That way, it won't include the previous balance of your current invoices. Let me show you how:
 

1. Go to the Sales menu, and select the Customers tab.
2. Check the boxes for the customers you want to make statements for.
3. In the Batch actions drop-down menu, choose Create statements.
4. In the Statement Type drop-down menu, select Transaction Statement.
5. Set the dates for the statements and review the customer's email addresses.
6. Click Save and close, Save and send, or Print or Preview.

To learn more about customer statements, feel free to read the information from this link: Create and view customer statements.   

In case you need help with recording invoice payments, you can also read the details from this link as your reference: Record invoice payments in QuickBooks Online.

You're welcome to visit this thread again if you have other questions regarding QuickBooks Online. I'll be here to assist you.

I believe the others are misunderstanding your need to remove it from invoices, not statements.

Open up the invoice -> Click on Customize towards the bottom center -> Edit Current -> Click on the center Edit Pencil -> On top top left there is an Account Summary section, Uncheck Show on Invoice.  This will work for all invoices that use that template. If you want it for just this customer save the template as a new template.

I have tried your solution and it worked !!!

you nailed it !!

for 4 months I’m trying to solve this issue. 

thank you so much. 

Hello, UvucWork22.

I appreciate you for joining this thread. It's good to hear that the suggestion above helped you resolve the issue. Please know that you can always post your other concerns in QuickBooks Community.

You're always welcome. Take care always!

Thank you Sarah,

QBO is a great software but very

comprehensive and it’s very good to know that I’m welcome in your group. 
I wish everyone a very successful year !!!

I have the Balance Forward showing on all statements, how do I remove it there ? It suddenly appeared as well as PYMT & Discounts. Please help! 4 intuit reps still can't figure it out 

Thanks for joining the conversation, @DrDanDDS. I'm here to help and guide you on how to remove the balance forward in QuickBooks Online. 

At this time, you can use Transaction Statement if you want to remove all statements. You have the option to choose the Transaction type statement. That way, it won't include the previous balance of your current invoices.

Here's how you can prepare a statement: 

1. Open your QuickBooks Online account, then click on Sales at the left pane.
2. Select Customers, then find the customer on the list.
3. In the action column, select the small arrow icon, then Create Statement.
4. From the Statement Type drop-down menu, select Balance Forward.
5. Enter the Statement Date, Start Date, and End Date.
6. Tap Print or preview or Save and send.

To learn more about customer statements, feel free to read the information from this link: Create and view customer statements.

In case you need help with recording invoice payments, you can also read the details from this link as your reference: Record invoice payments in QuickBooks Online. 

If I can be of additional assistance while working with QuickBooks, don't hesitate to let me know. I'd be more than willing to lend you a hand. 

My boss does not want to see the previous balance totals on the balance sheet because she only wants to see the current year.

I've got your back, @tinahsueh1. 

You can change the dates of the Balance Sheet report by customizing it in QuickBooks Online (QBO).

Here's how:
 

1. Go to the Reports menu.
2. Scroll down to the Business Overview section and click Balance Sheet to open the report. 
3. Click Customize.
4. Under Report period, select This Year.
5. Then, hit Run report.

I'd recommend exporting it to Excel to filter the data or date to show in the report.
For additional information on how you can customize a report to focus on the details you want to see and how to view date ranges side-by-side in reports, you can refer to the articles below.

• Customize reports in QuickBooks Online.
• Compare time periods in reports.

You can also memorize a report to allow you save current customization settings.

Please get back to us here if you have other questions about generating reports in QuickBooks. I'm just a post away. Take care!

This worked perfectly!  

Thank you!

With the new update in 2024, it appears the "customize" link is no longer active.  Any other ideas on how to remove "balance forward" from all invoices?

Hi there, Jane. Thank you for participating in this thread.

I can help you remove the balance forward from all your invoices. Let me provide you with the steps to do so.

Here's how:

1. Go to the Gear icon, then click Custom form styles.

2. Choose the template you've used, then under Action, click Edit.

3. Under Design, click Change up the template, then select Airy new.

4. Select Content, then click the body of the sample template.

5. Uncheck the box for Show on invoice below the Account summary section, then click Done.

After editing the template, be sure to use the updated version to avoid displaying the balance forward.

I've also attached a screenshot for your visual reference.

Additionally, you can check this article for you to learn how to send customer statements: Create and send customer statements in QuickBooks Online

In addition, you can also check out this article you learn how to create purchase orders: Create and send purchase orders in QuickBooks Online

If you have further concerns with managing your invoice, feel free to leave a comment. The community is here to help.