Unable to create a balance forward statement for certain customers even though there is invoices. Error message: Can’t create all statements customers have no statements

Hello Jenny and Santie,

Recently, we received reports that some users are unable to generate Balance Forward statements. Our engineers are aware of this issue and already working for a fix. I'd recommend reaching out our QuickBooks Customer Care Team through email. They can pull up your account and add it to a list of affected users.

1. Go to this link: https://help.quickbooks.intuit.com/en/contact.
2. Click Managing Your Money, and select Invoicing & Sales Receipts.
3. Go to the second section and click the Send Email button.
4. Enter your information and concern.
5. Click Ask Your Question.

I'd appreciate your patience and understanding while we work on this.

I too am having this issue. This is the message:

Using an incognito window is one of the suggested solutions, and I appreciate you for doing this, rachaelshelton.

Your browser’s stored files can affect QBO’s performance since it is a web-based application. Aside from running private windows, clearing your temporary internet files is also recommended. Switching to a different supported browser will help as well. 

Check this out to learn more about the what computer and browser you need for the best QuickBooks experience: System requirements for QuickBooks.

Another workaround you can try is to create statements through the Plus icon. Click + New from the left menu then select Statement under Other. 
 

We have this venue created to cater all your concerns. With this regard, visit us again if you have additional questions.   

I cannot create statements, creating the same error message.  

I'm here to help figure out why you're still unable to create statements, MJ02.

There are a few reasons this can happen. It could be that:

• There are no open invoices for a specific customer when creating a statement.
• The incorrect date range of the statement was selected.

Let's make sure that this isn't the case. Here's how to create a balance forward statement for customers:

1. Go to the Sales tab and select Customers.
2. Select the name of the customer you want to make a statement for.
3. In the Batch Action drop-down arrow, select Create statement.
4. Choose Balance Forward in the Statement Type drop-down.
5. Select the date range of the transactions that will be included.
6. Click Save and close.

Please see attached screenshots for your visual guide:

Using the instructions above, you'll have those balance forward statements for customers in no time. 

I'm adding this article for additional information about creating customer statements in QBO: Create and view customer statements.

Once your customer pays their invoices, here's a link you can refer to guide you on how to receive and categorise payments in QuickBooks Online.

I'm always here if you have any other questions. 

Hi,

I am also facing this issue for a while. Tried to reach QB support via call but no resolution provided.

This is getting much frustrated now as i have to print every open invoice and share with clients as the Print Statement error says

"1 of 1 customers have no statements for this date. Adjust the date, or click Save to create statements for the other 0. To see customers for whom statements are not generated, update the filter above the grid."

Even with appropriate date range issue remains same. Please help!

I appreciate you for posting here in the Community, @HarrisF.

I've checked here, and I haven't found any similar issues reported by other users. I want to help you get the support you need to get back on track.

If the problem persists after following the troubleshooting steps provided by my peers, I suggest contacting our QuickBooks Support Team. They'll be able to raise an escalation for any unusual behavior if necessary.

Here's how you can reach them:

1. Choose the Help menu in the upper right hand to access the Search window.
2. From there, scroll down to click the Contact us link.
3. Type the issue/topic in the field box and then hit the Let’s talk button.
4. Select how you want to reach out to our support team.

To keep you up to date, I suggest you visit our blog. From there, you’ll see the latest enhancements added to the product: QuickBooks Online.

Additionally, here are some helpful references that you can check out about using QuickBooks Online:

• Create and view customer statements.

• What is the difference between an invoice, sales receipt, bill, and statement?.

• Reports included in your QuickBooks Online subscription.

Reach out to me anytime whenever you have further questions. Please know I’m here to help you. Have a good one.

If you go into edit the customer, there is a drop down next to where the sub-customer is entered, change the drop down from Bill with Parent to Bill this Customer.  That solved it for me!! 

Almost a year later and still the same problem. Why can't this problem be fixed for everyone? It's cumbersome to keep contacting customer support for a problem that is affecting many people.

I can see the need to get this issue resolved immediately, @Brenda30. I also understand the impact this has caused you and your work productivity. But please know I hear you and recognize your sentiments, so I'm taking note of them. I'll also point you in the right direction to ensure you'll get back to business in no time. 

I know you've contacted our support team multiple times to help fix your concern. But if you've already performed the troubleshooting steps above and the issue persists, it's best to get in touch with them again. They have the necessary tools to determine why you're still unable to create "Balance Forward" customer statements for almost a year. You can also share your existing case numbers to them so they can review your previous conversations. That way, they can escalate this to the appropriate department and take action from there. 

Once resolved, let's go to the All Sales tab from the Sales menu. Then, select Statements as the Type from the Filter drop-down menu. By doing so, you'll be able to view, print, or send your customer statements. The screenshot below serves as your visual guide. You can also visit this website to help you get answers to the common questions about them: Customer Statements Overview. 

I'll lend a helping hand if you need anything else. Take care always. 

I had the same problem.  I was trying to print a statement for a sub-customer.   I learned that if you have the sub-customer setting set to "Bill with Parent", you can't print a statement.  If you change to "Bill this Customer", it will allow you to print statements.

Hope this helps some of you.

Kevin

This did fix the issue for us as well. We have our accounts grouped and did not realize that our default under the customer account information was marked bill with parent account.  Thank you Thank you

This issue is still going on. 

Please fix it

Thanks for getting in touch with us today, @mbd8,

Unexpected problems in QuickBooks Online are sometimes affected by browser issues. This is because the cache will constantly overwrite itself without deleting the old stuff, causing the program to function poorly.

To check if this issue is caused by a browser problem, try using a private window and create a statement from there. This page prevents cookies from being stored on the computer, making it a great place to identify browser issues.

Use any of these keyboard shortcuts depending on the browser you're using:

Google Chrome: press Ctrl + Shift + N  
Mozilla Firefox: press Ctrl + Shift + P
Safari: press Command + Shift + N

If it works, clear the browser's cache to remove the history or log files so you can start with a clean slate.

If not, you need to contact our Support Team to get this reported to our engineers. To get in touch with our team, follow the steps below:

1. Sign in to your QuickBooks Online company.
2. Select Help (?).
3. In QB Assistant,enter the topic you need help with. You can also enter questions.
4. Select Contact Us to connect with a live support agent.
5. Choose Start a chat with a support expert. Our live chat is available on M-F, 8:00 AM to 6:00 PM, SAST.

Let me know how everything goes. I'll be right here if you need further assistance with your customer statements. Have a nice day!

Im having the same issues and cannot create statements for my clients

Is there anything that can be done???

Ive also tried this in incognito mode but it didnt work 

How about in the other supported browsers? Did you get the same result, Chariss?

If you're still unable to create statements for your clients, I recommend contacting our technical support. One of our experts can pull up your account to check everything up and find more solutions.

Before that, check out our support hours. This way, you can connect with us quickly. Then, follow the instructions below to reach us.

1. Go to the Help (?) menu.
2. In the Assistant window, enter “Unable to create statements” in the field.
3. Click Contact Support Team.
4. Select Start a chat (Live chat).

If you need more information in managing your sales, payments, and reports. We have available resources, webinars, and training videos on the Support page. Just click More Topics to view further details.

Don’t hesitate to leave a message if you have any other questions or concerns besides creating statements. I’ll be here to help. Take care!

Hi, 

I m currently meeting the following message, please assist.

Hello, 9130349860700486.

I have just the solution to help you with the error message when creating your statements. 

This message appears when the statement date covers no open invoices (based on the invoice date). To fix this, we'll want to ensure that the statement's Start date and End dates have open invoices. 

We would want to edit the Start Date and End Date parameters. If you're unsure about what dates to select, we'll want to go to your customer's Transaction List page, then check the invoice dates from there. 

Here's an article that'll give you more details about the Statements feature in QuickBooks: Create and send customer statements in QuickBooks Online. 

I'll also add an article in case you need help tracking your cash flow from sales: Track your cash flow in QuickBooks Online. 

Please let me know if there's anything else I can do for you about your statements. Need a hand on managing your expenses, running reports, or checking your data? Include the details to your reply and I'll help you out. 

Thank you so much! This worked for me, too!

Hi NHBookkeeping1,

I'm glad to know my colleague was able to help you with your concern about the error message. Know that we're always available in this public space anytime you need assistance with the QuickBooks program.

You can post here in the Community space anytime you need a hand. Take care always.