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Senior Explorer **

Is it possible to print statements for all customers of a particular customer type? I do not want to print all of my statements; I would like to only filter out type=X.

 
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Senior Explorer **

Re: Is it possible to print statements for all customers of a particular customer type? I do not want to print all of my statements; I would like to only filter out type=X.

Thank you. I look forward to the solution.

6 Comments
Moderator

Re: Is it possible to print statements for all customers of a particular customer type? I do not ...

A warm welcome to the Community, asprose.

I'm here to help share some overview about customer statements in QuickBooks Online.

 

Filtering customer statements isn't an option for now. Since customer type was assigned to a customer, you can choose the customer name and print the statement.

z.PNG

 

Here are additional references that might be helpful for future use:

 

For account-related discussion, feel free to reach out to our QuickBooks Online Support.

 

  1. Sign in to your QuickBooks Online Company.
  2. Click (?) Help at the upper right corner.
  3. Select Contact US on the pop-up.
  4. Enter a brief description of your concern then hit Continue.
  5. Click Get a callback.
  6. Enter your contact information.
  7. Select Call me.

I'll be here to help you out if you have any other additional statement questions. Have a great rest of your day.

Senior Explorer **

Re: Is it possible to print statements for all customers of a particular customer type? I do not ...

So just to clarify, I have to look at the full list of potentially hundreds of customers and check the boxes of the customers I want statements for? And since the create statements screen you provided the screenshot of does not show the customer type, I have to remember which customers are of each type? 

Established Community Backer ***

Re: Is it possible to print statements for all customers of a particular customer type? I do not want to print all of my statements; I would like to only filter out type=X.

This is a great question. To my knowledge, there is no way to filter by customer type to print statements for only a certain customer type. There is a report by customer type, but there are no many reports that include this field.
Senior Explorer **

Re: Is it possible to print statements for all customers of a particular customer type? I do not want to print all of my statements; I would like to only filter out type=X.

Thanks. How can I suggest this as a feature?

Established Community Backer ***

Re: Is it possible to print statements for all customers of a particular customer type? I do not want to print all of my statements; I would like to only filter out type=X.

All of the wonderful Intuit QuickBooks Team Members and ProAdvisors like myself take note of the great feature add suggestions and requests like this wonderful idea that you have shared with us. We work together as a team to take your valuable feedback to the rock star developers and program managers at Intuit QuickBooks. They really care about what's important to you. So rest assured that your suggestion will be shared with those awesome people who can add new features to QuickBooks Online.
Senior Explorer **

Re: Is it possible to print statements for all customers of a particular customer type? I do not want to print all of my statements; I would like to only filter out type=X.

Thank you. I look forward to the solution.

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