How do I print out a customer statement that shows the total amount paid for the year 2016?

The transaction statement doesn't show when the payments were made or by what method. 

This does not show the date or method of payments, which is what my customers are asking to see. 

Thanks for sharing your concern in this thread, @skitownlady.

As of now, the Transaction Statement will only show the following information:

• Statement number and date
• Total due
• Amount and balance
• Invoice and payment dates

However, you can run the Invoices and Receive Payment report in QuickBooks Online (QBO). You can customize this report to show the payment date and its method of payment. Let me show you how:

1. Go to Reports and open the Invoices and Receive Payment report.
2. Click Customize and then select the Rows/Columns drop-down list.
3. Check the box for the Payment Method. You can also included other details that you wanted view in this report. Just make sure to check its boxes.
4. Select Run report. 

Once done, you can print this report and send it  to your customers. Simply click the Print icon and beside the Export button.Then, select Print.

In addition, you can memorize this report to save its customized settings. 

I'm always here to help if you have any other concerns or questions. Just tag my name in the comment section and I'll get back to you as soon as I can.

is this option only for QB online, or also for desktop pro ?

i don't see the option from step 4 & 5

(Select Statement. Click on the drop-down under Statement Type, and choose Transaction Statement)

thanks 

Hello, the prime lister.

The steps above are for QuickBooks Online only. Creating statements in QuickBooks Pro is different and I'm happy to show you how it's done. 

You can easily create customer statements by going to the Customers menu:

1. Click the Customers menu.
2. Choose Create Statements. 
3. On the new pop-up window, specify the statement Date and Period. 
4. Choose a customer (or you can select other options).
5. Customize your statement.
6. Once done, click Preview, Print, or E-mail.

Want to learn more about creating statements in QuickBooks Desktop? Feel free to check this article: Create a billing statement.

If you have other tasks to do after creating statements, please don't hesitate to check our help articles. They can definitely guide you in managing your income, vendors, expenses and your company file. Select and read and article here or choose a specific topic at the bottom of the page. 

Stick around if you have further concerns with QuickBooks Desktop Pro. Just post here again and I'll help you out.

thank you

so there is no option to create it without the balance forward ?

Thanks for getting back in here, @The prime lister.

Let me clarify things for you. In QuickBooks Pro, there isn't an option about balance forward same as QuickBooks Online. Even without this, you can still create a customer statement in the desktop version. 

In QuickBooks Online, you choose Balance forward under the Statement Type dropdown menu if you want to create a list of invoices and payments with balance for the date range selected. While, in QuickBooks Desktop, there is a different process in creating a customer statement. You can follow the steps given by @jamespaul to create one. 

For additional reference, you can check this article for some details: Create a statement.

I've also added this article that can guide you to enter charges directly into the customer’s register: Create statement charges.

Know that you can always get back to us if you have queries about customer-related transactions. I'll be happy to help you out. Keep safe.

how can i find statement by statement number

Thank you for reaching out to the QuickBooks Community, capitolpest. It will be my pleasure to show you how to find transactions within the desktop program. Here's how:

1. Go to Edit and select Find...
2. Under the Simple tab, use the transaction type drop-down menu and select the type.
3. Enter the number, date, or amount if necessary and click Find.
4. Select the transaction you need and click Go To.

Please let me know if you need additional assistance with statements. I will be here to help! I hope you enjoy the rest of your afternoon.

Hi ReymondO -

Thanks for sharing. This is a good alternative since the statements in Quickbooks don't show this level of detail (although my clients and I certainly wish they would...)

Question: why does the payment show above the invoice? To me, this should show the transactions in chronological order. And there is no option to sort by date.

Thanks!

Hello there, @Kelsey Kobayashi.

Currently, you're able to display transactions on the customer's statement based on the date range you've selected and in chronological order. The transaction that you've processed first should appear at the top of the next one. 

As mentioned by my colleague above, you can pull up a transaction report (i.e., Invoices and Receive Payment report in QuickBooks Online (QBO) or Transaction List by Customer in QuickBooks Desktop (QBDT)) to get all the necessary details you want as an alternative. This way, you can effectively monitor your income and receivables.

To learn more about customer statements, you can refer to one of the articles below based on the QuickBooks product you have:

• Create and send customer statements - QBO

• Create a billing statement - QBDT

Let me know if you have other concerns about statements and other sales transactions in QuickBooks. I'm just around to help. Take care always.

Thank you for your reply. Currently, to my knowledge, none of the options are able to show -specifically- which payment paid which invoice. That is a feature that would be immensely helpful, which I have been asking for via feedback for over a decade.

I agree!

Hi I am unable to find the customer tab on my menu

Hi there, sumathi. 

Thanks for making your way to the QuickBooks Community. I’d be happy to help find your customers tab in QuickBooks Online.

There are times that your browser is full of frequently-accessed page resources causing unusual responses. You can log in to your QBO account using a private browser. This is to rule out older data that potentially cause viewing and performance issues.

Here are the keyboard shortcuts:

• Google Chrome: Ctrl + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Safari: Command + Option + P

Once logged in, go back and try to access the Customers tab.

If it works, it means that you need to clear your browser's cache to offload some data from your browser. This way, your browser would get optimized and get you back into the business.

Also, you can use another supported browser as an alternative.

Additionally, here's an article you can review to learn how to add, edit, delete, or merge customers: Manage customers in QuickBooks Online.

Please let me know if you need further clarification about sales transactions, or if there's anything else I can do for you. I'll be standing by for your response. Have a great day.

I'm doing as you say here, but when I click on New Transactions, there is NO statement, only statement charges.  What do I do now.  I need to know the charges and payments made of one particular client.  I am using QuickbooksPremier Edition 2012.  
Thank you. 

Thank you for posting here in the Community, @Fawnln.

Can you tell me more about the problem that you're referring to? I may be able to assist you or provide insights into what may be happening and come up with a solution.

You can click the Reply button below to add more details.

I'm looking forward to hearing from you soon! Take care and have a wonderful day!

ReymondO

How do you select one customer at a time?

Thanks for joining this thread, @3gooses. I’m here to help so you can select one customer at a time.

If you’re trying to generate the same report mentioned by my peer ReymondO, you can use the Filter option under the Customize window to select one customer at a time. I’m glad to show how:

1. Go to your Reports menu and open the Invoices and Receive Payments.
2. Press the Customize button.
3. Click Filter.
4. Under the Customer dropdown, select your customer’s name. The same process applies to other customers.
   
5. Select and add necessary details.
6. Hit the Run report button after.

If you’d like to email the report directly to your customer, you can select the Envelop icon to do it. Check out this article to learn more: How to Automatically Email Reports.

You can always count on us if you need more help with managing your QuickBooks reports. We’re always here to help. Keep safe!

Is there a way to run this report for a single customer?

Hello:

I have Quickbooks Construction Enterprise.  I can not get the payments to show on the Statement.  I don't think  should have to do a whole different report to get this.  I want to show my customers what the invoice was and then what they paid and then there ending  balance.  Why is this so hard.  There has to be a better way.  Please help!

Thank you,

Geri

I understand the significance of having a statement that will show the details of the invoices to see what they paid for, and the payment made, @Geri44. Let me share some information about this matter. 

The Customer Statement is a type of report specifically for unpaid invoices. Therefore, the only information you can see in this report is the invoices and the amount of each item. Additionally, the option to add the payments made in this report is unavailable. Thus, I recommend sending feedback to our Product Development team to consider this feature for future system updates. Here's how:

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

In the meantime, you might want to use the Transaction List by Customer report to view all the invoices as well as their payment status. You can follow the steps below to generate one:

1. Click the Reports menu, then select Customers & Receivables.
2. Select Transaction List by Customer, then click the Customize Report button.
3. Select the date range, then select what type of data you want to include in the report columns.
4. Click the Filters tab, then filter all information you want to see in the report, then click OK.

Moreover, I'll attach here a reference if you want to run other customer reports to manage and keep track of your business transactions: Customize customer, job, and sales reports in QuickBooks Desktop.

Keep us posted if you have other concerns about managing customer statements and reports in QuickBooks Desktop. We're available 24/7 to guide you through the process.