Thank you for taking the time to post in the Community space, Annelise. I’m happy to share some important details about customer statements in QuickBooks.
In QuickBooks Online (QBO), invoices include a corresponding order number since they are primarily for sales transactions, helping to reduce confusion. In contrast, bills and expenses often lack order numbers as they are sometimes unrelated to sales. Therefore, only invoices have order numbers in customer statements.
To assist you in achieving your goal, please submit feedback regarding this functionality. Our product development team might recognize the need for this feature and may consider adding it in future updates. Here's how to submit your idea:
- Open your QBO account, click on the Gear icon in the upper right corner.
- Select Feedback and enter a brief description of your product suggestions in the text box.
- Click Next to submit.
Additionally, I’ve included a helpful article that will assist you in personalizing your sales forms to include the information that matters most to your business: Customise invoices, quotes, and sales receipts in QBO.
The Community is always ready to assist with any questions you may have about customer statements in QBO or any related queries. Just click the Reply button for any further concerns, and we’ll be happy to help you again.
