Our customer statements include a message printed on the statement. How do I edit this message?

Hi there, @sflaa1.

I'd be glad to offer my assistance with editing a message from your statements.

Before we go into detail, I'm going to need some additional information.

• Are you meaning your company information including (address, email, etc.?)

If not, could you maybe provide a screenshot of the statement message?

I look forward to chatting with you soon. Happy Monday!

I too would like to edit statements.  The default message in the body is so poorly written.  I would just like to eliminate it  but I do not want to do so in every single message every time. 

I'll help you modify the statement message when sending it out to your customers, @joefong12389.

Let me show you how by following these steps:

1. Click the Gear icon and select Account and settings.
2. Go to Sales, then click Messages.
3. Under the Sales form drop-down, click Statement.
4. In the Email message, edit the messages.
5. Click Save.

Once done, you can now create a statement to show the summary of your customer's invoices, payments, credits, and balances.

In addition, you can run the Statement List report to view the lists of all statements you sent to your customers during a selected time period.  Just go to Reports and search for Statement List.

That's it! Please let me know if there's anything else I can do to be of assistance. Wishing you and your business continued success in all that you do. Have a great weekend.

I do not have a 'gear ' in the corner that you are talking about to edit my statement template?

I have Desktop Pro 2020

You are stating to go to the 'gear' I have Quickbooks Pro 2020 and there is not a 'gear' to click on.  For some reason when I print a statement, there is a message in the body part of the statement that needs to be changed because it shows a telephone number that does not belong to us. 

How do I get to this change if I do not have a 'gear' in the upper right corner? 

I'm here to ensure you're able to change the message in the body part of the statement in QuickBooks Desktop (QBDT) Pro 2020, @rdwelding. 

The Gear icon provided by my peer above applies to the QuickBooks Online (QBO) interface. That's why you're unable to see this option in the desktop version. 

Let's go to the Footer tab in the Additional Customization window of your statement template. This way, you'll be able to change the telephone number in the message field. I'll guide you how. 

1. Go to Lists from the top menu.
2. Select Templates.
3. Double-click the statement template you’d like to edit. 
4. Choose Additional Customization. 
5. Go to the Footer tab
6. Manually change the contact info in the Long text section. 
7. Click OK.

The screenshot below shows you the last three steps. 

I've attached a sample screenshot of how it looks like after performing the steps above.

Aside from the message field, you can also place your contact info under the company address. With this, I'd suggest going to the Basic Customization window. Then, check the Phone Number box under Company & Transaction Information. Click the Layout Designer button. From there, you can move the phone number field and resize its font under your business location. The screenshot below serves as your visual guide, as well as the result when printing the statement. 

You can always go back to the Templates menu to customize your other forms, such as invoices. It helps you control how they look and what details to include to enhance your brand. For more information, visit this article: Form Templates Overview. This link also provides you steps on how to duplicate, import, or export them through QBDT Pro 2020.

I'm just a comment away if you need further assistance. Keep safe always, @rdwelding. 

Ok, thank you for your input.  I guess I asked the wrong question.  Please see below in red is what I need to change.

We recently updated our Quickbooks program to 2020.   For some reason when I go to email a statement they get a letter and in that Body of the letter it says: 

Dear Customer:

Your statement is attached.  Please remit payment at your earliest convenience.

Thank you for your business - we appreciate it very much.

Sincerely,

R&D Welding

Phone number:  xxx-xxx-xxxx

our telephone number shows our old telephone number from years ago.  How do I change that? I am not sure where I go?  It must be in the default somewhere but unsure where? Otherwise I have to change it everytime I email a statement to someone. 

I appreciate you for sharing the follow-up details about your concern, @rdwelding. I've got the steps you need to achieve your goal. With this, there isn't a need to manually change the contact info each time you email the statement to a customer.

Changing your phone number in QBDT Pro 2020 has two options. You can either go to the Company Information window or Customer Account Maintenance Portal site (CAMPs). Please take note that only the primary contact can make any necessary changes to the account. This way, the system will update the contact info in the body of the letter when emailing a statement to your customer. I'll guide you how. 

Here are the steps for the first method: 

1. Go to Company from the top menu. 
2. Select My Company. 
3. Click the Edit (Pencil) icon at the upper right of the Company Information section. 
4. Locate the Contact Information tab. 
5. Change your number in the Phone No. field. 
6. Choose OK. 

The screenshot below shows you the last four steps. 

For the second option: 

1. Go to camps.intuit.com. 
2. Log in with your Intuit Account info. It could be different from what you use to sign in to your company file.
3. Select QuickBooks Desktop from the list. 
4. Click Edit next to All Addresses or Phone.
5. Update your contact info. 
6. Save the changes. 

To learn more about the process above, check out this article: Changing Your Phone Number in QBDT. 

Aside from changing your contact details, there are other tasks you can perform in CAMPs. Two of them are updating your payment method and finding your license number. This site helps you manage your QBDT account all in one place. For more information, visit this article: CAMPs Overview. 

I'll lend a helping hand if you need anything else. Wishing you and your business continued success while using the Pro 2020 version, @rdwelding.

Are you meaning your company information including (address, email, etc.?)

Yes

The customer statement has no company information at the top on left side

donna

Has this been changed? I don’t have a ‘Statement’ option in the Sales form tab.

Hi there, cmi5. 

Thank you for reaching out to the Community. I can help you locate the Statement option under Sales tab. 

Here's how: 

1. Click the Sales tab and choose All Sales. 
2. Under the Filter ▼ dropdown. 
3. In the Type dropdown, select Statements. 
4. Enter all the information needed. 
5. Press Apply. 

For more information about this topic, I recommend checking out this article: Create and view customer statements. 

Additionally, you can check on how to create templates for recurring transactions in QuickBooks Online as future reference. Please see this article: Create recurring transactions. 

I'll be right here to help if you have other concerns. See you around and take care always!

I need to change my address and phone number on statements, as we moved.

I understand the importance of keeping your information up-to-date, especially after a move, Tim. I'd be glad to share how you can change the customer information in QuickBooks Online (QBO).  

We can change your address and phone number on statements from the company setting. 

Here's how:

1. Go to the Gear icon and select  Account and Settings.
2. Select Company from the left menu.
   • Select the Pencil icon in the Contact info section to change your contact details.
   • Select the Pencil icon in the Address section if you need to edit the company address.
      
      
3. Then, select Save, then Done.

After that, any changes made in the system will reflect on the statement.

I've added this article to learn more about customizing sales forms in QBO: Customize invoices, estimates, and sales receipts.

You can count on me if you need additional help managing your statements in QBO. Have a good day!