Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Thank you for reaching out to the QuickBooks Community, @cwspringshoa.
You can run and print the customer transaction statement report. It will show all the activity between the dates you choose. It doesn't have a balance forward amount, but it will show the total amount and the amount received for the period.
To run a transaction statement:
Print the statement by clicking Print or Preview at the bottom of the page.
Once done, you can print this report and send it to your customers. Simply click the Print icon and beside the Export button. Then, select Print.
For additional reference, you can check this article for some details: Create a statement.
In addition, you can memorize this report to save its customized settings.
Know that you can always get back to us if you have queries about customer-related transactions. I'll be happy to help you out. Have a great day!
i tried that, but there are a large number of customers it says do not have an active statement. what does that mean?
Hi there, @cwspringshoa.
I can see that you're encountering a message stating a large number of customers do not have an active statement when attempting to print transaction statements in QuickBooks. Please allow me to offer my assistance and provide you with the necessary clarifications.
When QuickBooks indicates that customers do not have an active statement, it typically means that there are currently no outstanding transactions (such as invoices or payments) within the time you've selected to generate the statement.
To address this and ensure you can generate a transaction statement for every customer, including those with zero activity within a certain period, you may consider the following steps:
Furthermore, you can create a statement for the parent customer, and it will show all invoices for both the parent and the sub-customer. You can refer to this article: Use the bill with parent option on invoices in QuickBooks Online.
If you need further assistance in managing your customer statements, please feel free to reply below. We're always here to assist you.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here