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Level 2

How to create statements for all customers by a specific customer type?

I've went in and edited existing customers to have a specific customer type.

 

Next, I open up the Create Statements screen. Select all open transactions. SELECT CUSTOMERS is by the specific Customer Type. QB states there's no statements to create and/or the statement is incomplete. It appears to ignore all Job Locations.

 

I will note that the customers have TONS of job locations. I wouldn't think you need to edit every single job location and tag the customer type if the customer account already has the customer type applied, right?

 

Is it because these customers were existing that I need to apply the Customer Type to every single job location? If I don't do this it looks like they don't populate on the statement. Which is odd because if you select the customer traditionally (One Customer) it will reflect the entire open balance, you don't obviously have to select the customer and all it's jobs for everything to show up on a statement that way. So why is there such inaccuracies when you attempt to pull multiple customer statements by Customer Type?

 

4 Comments
Highlighted
QuickBooks Team

How to create statements for all customers by a specific customer type?

I'm here to help you create statements for all customers by a specific customer type, The D33d.

 

Yes, you're right. You need to edit every single job location and tag the customer type to pull up the statement. 

 

You'll have to make sure you have entered a Customer Type for every Job Location. To do this, follow the steps below.

  1. Double click on each job.
  2. Go to the Additional Info tab, then click the drop-down arrow to select a Customer Type.
  3. Click OK.

Once done, you'll surely be able to open the Create Statement screen. 

 

However, if you still encounter the same issue, you can run the  Verify/Rebuild Utility to fix data issues within the program. Here are the steps:

 

To Verify Data:

  1. Go to the File menu.
  2. Tap Utilities then Verify Data.
  3. Click OK on the prompt.

To Rebuild Data:

  1. Click the File menu.
  2. Go to Utilities and select Rebuild Data.
  3. Hit OK to back up your company file.
  4. Wait until the Rebuild is complete.
  5. Click View Results.

I've also included these help articles in case you have some questions about QuickBooks Desktop.

 

Please get back to us if you have questions about statements. I'll always be right here to help you anytime.

Highlighted
Level 2

How to create statements for all customers by a specific customer type?

@MariaSoledadG,

 

Is this only for the existing locations or this will need to be done every single time a new job is created?

 

We use other software that integrates with QB. Jobs aren't initially created in QB as they are populated once they have become synced to QB and as a result the new job(s) is/are created.

 

Then on top of that we can have hundreds upon hundreds of added jobs. Seems like an oversight if this is a requirement. No one wants to send an incomplete statement to a customer.

 

I guess we'll find out with newly added jobs what happens.

 
 
 
 
 
Highlighted
Level 2

How to create statements for all customers by a specific customer type?

After testing this, @MariaSoledadG I'm discovering that newly added jobs also do NOT automatically add the Customer Type to them.

I find this to be a huge oversight. I would think the jobs would be linked to the customer/company and therefore would include all locations. No one wants to send a partial incomplete statement to a customer.

 

We have customers who today might have 100 locations and another 50-100 in a few weeks. Take that scattered over a ton of customers and it's worse. Even so, that's not the main point.

 

The point is the jobs are created outside of QB and as a result unless you're finding the needle in the hay stack (since the new locations are filtered by ascending order) you would have to constantly go through the hundreds upon hundreds of locations to ensure that every location has been edited to include the Customer Type.

 

There's got to be a better way.

 

Thank you.

 

Highlighted
Moderator

How to create statements for all customers by a specific customer type?

I appreciate you for getting back to us, The D33d.

 

In QuickBooks, the Job is created when it is under a specific customer with different information. That being said, the information will not be carried over into the customer's parent account.

 

As of now, we'll have to manually edit the job location and tag the customer type to pull up the statement. 

 

I'm just around if you need help. Keep safe!

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