Hello there, Peter.
Currently, we're unable to customize customer statements in QuickBooks Online (QBO) to display only the list of received payments. However, you can create and download a Transaction Statement, so you can manually edit it outside the program. Here's how:
- Go to Sales and select Customers.
- Locate the customer's name and click the Action dropdown. Then, select Create statement.
- In the Statement Type dropdown, click Transaction Statement.
- Enter other necessary information.
- Select Print or Preview and click the download icon.
Alternatively, you can run the Transaction List by Customer report and customize it to show only the payments. To do that:
- Go to Reports and search for Transaction List by Customer.
- Click Customize.
- Go to the Filter section. On the Transaction Type dropdown, select Payment.
- Enter other necessary information, and click Run Report.
Moreover, here's an article to learn the best approach for handling customer balances in QBO: Manage outstanding balances for customers and vendors in QuickBooks Online.
Keep in touch if you have other questions concerning customer statements in QBO. We're always here to help. Stay safe.
