How do i find the statement number?

My mission is to make QuickBooks Online easy for you, @info2063. I'm excited to help you find the statement number for your transactions. Together, we’ll navigate this process smoothly and ensure you have all the information at your fingertips.

In the latest experience in QuickBooks Online (QBO), the method for locating the statement number has changed. Previously, users could find this information through the Advanced Search feature. However, this option is no longer available, and now the only way to access the statement number is through the Customers tab.

I'll guide you on how:

1. Start by logging into your QBO account.
2. Navigate to the Sales menu on the left-hand side of your dashboard.
3. From there, select Customers.
4. Locate and click on the name of the customer for whom you wish to find the statement number.
5. In the customer profile, hit the Statements tab to show a list of customer statements and their numbers.

Please refer to the screenshot below for reference:

You could also print and send customer statements directly from this section by clicking the option under the Action column. This feature helps you manage communication with your customers about their payments and balances.

Additionally, I'll share a helpful article on customising customer statements to fit your business needs. It also outlines steps for creating and deleting multiple statements for your customers: Customer statements in QBO.

As you navigate the many features QuickBooks Online has to offer, remember that you’re not alone on this journey. Reply to this thread or start a new one if you have questions or need assistance with your customer statements. I’m here to provide the guidance and support you need to ensure a positive experience with our software.