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annm4
Level 1

Is there a way to search Quckibooks online for the Quckbooks generated statement number that shows on the monthly statements we print and mail to customers?

A non customer sent a check for payment on a customers account with only the statement number referenced. How do i find the customer if all i have is a statement number to search by?
Solved
Best answer November 13, 2020

Best Answers
Just_me
Level 8

Is there a way to search Quckibooks online for the Quckbooks generated statement number that shows on the monthly statements we print and mail to customers?

Click the magnifying glass at the top, right hand side of your QBO page.  

Go to the bottom and click Advanced Search.

Go to the dropdown next to where it says Search and click Statements.

Then in the drop down that below that one,  click Statement no.  (Might start out saying Customer)

Type the number in the box and click Search

View solution in original post

3 Comments 3
Just_me
Level 8

Is there a way to search Quckibooks online for the Quckbooks generated statement number that shows on the monthly statements we print and mail to customers?

Click the magnifying glass at the top, right hand side of your QBO page.  

Go to the bottom and click Advanced Search.

Go to the dropdown next to where it says Search and click Statements.

Then in the drop down that below that one,  click Statement no.  (Might start out saying Customer)

Type the number in the box and click Search

View solution in original post

annm4
Level 1

Is there a way to search Quckibooks online for the Quckbooks generated statement number that shows on the monthly statements we print and mail to customers?

Thank you so much! I have tried chatting with a Quickbooks agent and they had no idea what I was talking about. Thanks again for your help, You are awesome!!

Just_me
Level 8

Is there a way to search Quckibooks online for the Quckbooks generated statement number that shows on the monthly statements we print and mail to customers?

It's no problem at all.  I use that feature ALL the time.  Lol  

I'm happy it worked for you. 

Have a great day. 

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