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prashant_mehta
Level 1

How to create transaction statements for a customer with only payment activity in a specified time period?

I have a non-profit organization for which I am trying to create Transaction Statements for payment activity that occurred during 2020.  When I select the customer and specify the date range, I am seeing that the customer has no statement available for the date range even though they did make a payment during the specified period.

 

Can somebody please help?  Thanks.

1 Comment
Rose-A
Moderator

How to create transaction statements for a customer with only payment activity in a specified time period?

I'd be happy to assist you in creating transaction statements for your customer, prashant_mehta.

 

You can click the Print or Preview button to see the complete details of the statement.


 

In case you need to customize what details to show on your statements, you can always visit this article: Create and send customer statements in QuickBooks Online.

 

You can also generate the Transaction List by Customer report and customize it to show all the payment activities.

 

Here's how:

 

  1. Click Reports in the left panel and search for the Transaction List by Customer.
  2. Filter the Date and click Customize.
  3. Go to the Filter section.
  4. Select a Customer.
  5. From the Transaction Type. select Payment.
  6. Hit Run report.

 

I recommend customising the report to get the specific details you need. You can also memorise it to save its current customization settings. It serves as your record and helps you quickly access it for future use.

 

I appreciate your time working with us. If you have any other customer statement issues or other QuickBooks concerns, please let me know in the comment section. I'm always here to help. Have a lovely day!