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Is there a way to create a statement for a parent company for only one location?

 
3 Comments
QuickBooks Team

Re: Is there a way to create a statement for a parent company for only one location?

Thanks for joining us here in the Community, @melissaw1.

 

If you're referring to creating a statement for specific one company address only, I can walk you through on how to achieve this goal.

 

You'll need to enter the proper address of the company that will show up on the statement. That can be done in the customers' profile.

 

To do that:

  1. Click Sales on the left panel, and then select Customers.
  2. If you've set up the customer, click the name on the list and then click Edit.
  3. Go to the Address tab, and then enter the customer's billing and shipping address.
  4. Click Save.

Once done you can now create a statement for this customer/company.

 

Here's how:

  1. From the left menu, select Sales.
  2. Select on Customers.
  3. Choose the customer you want to create a statement for.
  4. From the Actions drop-down, select Create Statement.
  5. Select the type of statement you want to create.
  6. Set the Statement Date, Start Date, and End Date.
  7. Select Apply to view the statement.
  8. Select Save.

Here are some links that provides more details about managing statements in QuickBooks Online:

If you're referring to something else, please let me know by leaving a reply below. I want to ensure everything is all set on your end. Have a great day ahead!

Active Member

Re: Is there a way to create a statement for a parent company for only one location?

It didn't work.  It keeps giving me an error (1 of 1 customers have no statements for this date).  I can create a statement for the parent company but I can't create one for the sub customer only.

QuickBooks Team

Re: Is there a way to create a statement for a parent company for only one location?

Thanks for getting back to us, @melissaw1.

 

You'll get this error message if you have other sub-customer that has a zero open balance. To isolate this, make sure that they have a balance, and they're information set to Bill this customer not Bill with parent.

 

Here's how:

 

1. Go back to the Sales menu, then Customers tab.
2. Click the name of the sub-customer.
3. Select the Edit option at the upper right.

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4. Under the Is sub-customer box, choose Bill this customer on the drop-down.
5. Hit Save.

240.PNG 241.PNG

 

 

 

Once done, you can now create a statement for a sub-customer.

 

Aside from that, you can also manage, edit, customize, and print statements in QuickBooks Online (QBO). Check out this article for more information: Create and manage statements.

 

Please let me know if you have any other issues or concern, and I'll back to you right away. Take care and have a great one.