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benaaco
Level 3

Customer Statements (4500 Customer Limit) Workaround

Hi All,

 

When I go to create customer statements for 90 days past due customers (should only be around 50 customers) I run into the limit of 4500 customers. This was added to QB Enterprise 2024 but wasn't a problem in any previous versions.

I'm wondering if anyone has a solution to this as it has been a barrier for us to notify and collect past due customers. 

 

7 Comments 7
Erika_K
QuickBooks Team

Customer Statements (4500 Customer Limit) Workaround

I appreciate your screenshot, bena.

 

Since you're only creating statements for approximately 50 customers but encountered this prompt limitation message, I'd recommend choosing the Multiple Customers selection instead of the All Customers option.

image.png

However, if you continue to receive the same alert message, I'd suggest performing some diagnostic procedures to resolve this unusual behavior.

 

Here's how:  

 

  1. Click the Window tab, then select Close All.
  2. Go to the File menu, and then hit Utilities.
  3. Choose Verify Data. If you see: 
      • QuickBooks detected no problems with your data: The data is clean. 
      • An error message: We can search for it on our QuickBooks Desktop support site on how to fix it. 
      • Your data has lost integrity: Data dais detected. Rebuild your data to fix it.  

 

Then, we can Rebuild your company file data to ensure we can completely remove any problems. 

 

However, if the issue persists, we can use the QuickBooks Desktop Tool Hub to fix common QuickBooks Desktop issues.  

 

I'll be here to offer additional assistance if you require it or have questions about generating customer transaction summaries.

benaaco
Level 3

Customer Statements (4500 Customer Limit) Workaround

I knew you were going to suggest that but it doesn't work, it doesn't show what customers have an open balance or are past due. 

This is not a solution or a workaround.

benaaco
Level 3

Customer Statements (4500 Customer Limit) Workaround

This is not a solution, it doesn't show what customers have an open or past due balance.

ChristineJoieR
QuickBooks Team

Customer Statements (4500 Customer Limit) Workaround

Hello there, Benaaco.

 

The error message indicated that the issue arose from selecting too many customers at one time, and it recommended limiting the selection to a maximum of 4500 customers.

 

With that, I encourage you to submit your feedback to your product developer to share your comments with them.

 

Here's how:

 

  1. Choose the Help option.
  2. Pick the Send Feedback Online option.
  3. Select the Product Suggestion option. A pop-up window displays.
  4. Enter your feedback suggestion.
  5. Click the Send Feedback button.

 

To work around that message, you’ll need to reduce the customer list to under 4500 or select up to 4500 customers manually to create their statements.

 

Let me know if you have other concerns.

FishingForAnswers
Level 9

Customer Statements (4500 Customer Limit) Workaround

@ChristineJoieR  Alternatively, QB could just raise the 4,500 limit and provide actual value for the amount of money Enterprise costs.

benaaco
Level 3

Customer Statements (4500 Customer Limit) Workaround

Agreed, their reasoning for setting it at 4500 is to prevent users from crashing QB by selecting too many customers. 

The thing is, I'm not trying to get 4500 statements, that's why I select "Do not create statements for customers with a zero balance"

 

benaaco
Level 3

Customer Statements (4500 Customer Limit) Workaround

I have done that at least 10 times so far this year and have yet to have one issue get resolved.

That is what QB support tells you to do when there is no solution and they are telling you to get lost.

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