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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.
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.
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!!
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.
Hi there
Do you still use this feature as I am trying to follow your instructions but its not working in QBO...
Thank you
Hi there
Do you still use this feature as I am trying to follow your instructions but its not working in QBO...
Thank you
Yes, we're still using this feature, @PS1995. I can provide you with the updated steps to view statements in the Advanced Search feature using statement numbers.
Once you click the Go to transactions search link after selecting the Search icon, you'll see the Search your transactions window. From there, if you aren't ready with the new user interface, you can switch back to the old view by clicking the Go to Classic Advanced Search link. Then follow the steps below on how to filter statement numbers to show the exact statement that you're looking for:
By following these steps, you can effectively view the statement numbers and other features related to creating and sending customer statements in QuickBooks Online.
For more information and additional insights, you can run a Statement List report by clicking the Search icon and entering the statement. Then customize it to filter to the specific report period to view sent or saved customer statements. Then review these articles below to utilize more system features like custom data view, export, and print reports:
Please feel free to post any concerns or queries related to QuickBooks in the Community. Have a wonderful day!
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