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jeany_accpro
Level 1

Open Customer Balances

Please assist attached Customer Statement is not showing amounts for VAT jnls no 0003 and 0005 because they have been paid. But as you can see the total is including those amounts though they are not showing on the statement.

 

 

3 Comments 3
JonpriL
Moderator

Open Customer Balances

Hello @jeany_accpro,

 

Let's consider utilizing the QuickBooks integrated tools and let the system will run a quick fix in your company file so your customer's amount of VAT will show on their statement. Let me show you how.

 

A. To Verify Data

  1. Go to File.
  2. Click Utilities.
  3. Select Verify Data.
  4. Click OK.

B. To Rebuild Data

  1. Go to File.
  2. Click Utilities.
  3. Select Rebuild Data.
  4. Click OK.

In addition, here's an article you can read to learn more about the QuickBooks tools: Verify and Rebuild Data in QuickBooks Desktop.

 

Lastly, I've also included this helpful article for the different reports you can pull up and get a better understanding of your business's financial status: Track your cash flow in QuickBooks Desktop.

 

Feel free and let me know in the comments about how it works. Stay safe!

jeany_accpro
Level 1

Open Customer Balances

I am sorry but the solution did not clear the problem

AlcaeusF
Moderator

Open Customer Balances

Hi @jeany_accpro,


Thank you for posting here in the Community. Let me provide some clarification about the customer statements in QuickBooks Desktop.


Currently, an option or ability to include the sales tax or VAT is unavailable. You can try to customize your statement template and check if there's a field you can utilize for the VAT information.

 

Here's how:

 

  1. Click the Customers tab and select Create Statements.
  2. Choose a template, then press Customize.
  3. Select Customize Data Layout.
  4. Review the Footer tabs to check if there's a field you can use. 
  5. Hit OK.

However, you'll need to manually input the information and create a separate template for each customer.

 

I appreciate your input on this feature. As we assess this, I suggest you visit the New Features section to stay updated with all the changes that are being made.

 

 

Also, can you confirm which version of QuickBooks you're using on desktop (US, UK, CA)? Any further information you can add will help us ensure more accurate information.

 

For additional reference, I've attached a link you can use about importing form templates in QuickBooks: Use and customize form templates.

 

Drop me a comment below if you have any other questions. I'll be happy to help you some more.

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