Is there a way to search Quckibooks online for the Quckbooks generated statement number that shows on the monthly statements we print and mail to customers?

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:

1. Select Statements on the drop-down search. Then, choose Statement no. in the search box below.
2. Choose Contains or Equals in the next search box fields.
3. Type the number in the Enter Statement no. box and click Search. 
4. Review the customer’s email address, then select Save and close.

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:

• Run reports in QuickBooks Online
• Customize reports in QuickBooks Online

Please feel free to post any concerns or queries related to QuickBooks in the Community. Have a wonderful day!

Hi, I'm also having issues searching for QB generated statement numbers. I followed your instructions to find the Go to Classic Advanced Search, but it doesn't exist on my version of QBO. It's important as we get company checks that only have a statement number on it and we have no idea who's account to credit since we only enter a customer name and last name - not a business name. 

Hey there, @Heavenly101. 

We appreciate you joining in on this thread. 

I can see how beneficial this could be for you and your business. However, this is a feature that isn't available at this time. 

I recommend sending feedback to our Product Developers so they can consider adding a new feature to help you and other users. You can do this by going back to the "Search your transactions" screen and pressing Send us feedback.

Don't hesitate to reach back out if you have any further questions. Have a great day! 

I sent a feedback request a few times already. This search was available in the classic version and was the best way to find a statement number. Is there a way for the system to stop automatically generating a statement number on statements? No need for it to be there if we can't search for it as it gives the check writer the confidence that we can find them that way. How can we disable that from appearing? 

Hi there, @Heavenly101 

Thank you for reaching out to the QuickBooks Community. I understand that you want to stop QuickBooks Online (QBO) from automatically generating and displaying statement numbers on your customer statements. While QuickBooks Online does not have a default setting to simply turn off statement numbers, we can look at some workarounds to manage this issue. 

Here are a couple of potential solutions:

• One workaround is to manually edit the PDF statements to remove the statement number before sending them to clients. While this isn’t an automated solution, it can be useful for occasional needs.
• There are third-party applications available that integrate with QuickBooks Online and offer advanced customization for invoices, statements, and other forms. These apps might provide more flexibility in hiding certain fields, including statement numbers.
• To address this limitation in future updates, consider submitting feedback directly to Intuit for that specific feature.

Additionally, you can also learn how to customize your form styles in QuickBooks Online.

By exploring these options, you'll be able to manage and customize your statements according to your needs. Feel free to reach out again if you have additional concerns besides statement numbers in QBO. We're here to ensure your QuickBooks Online experience meets your specific business requirements.