QuickBooks Team
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Re: Customer statement

Hi, @laurietilelli.

 

I'd be glad to join the thread and help share a little more information about creating statements in QuickBooks Desktop Enterprise.

 

As mentioned by my colleague JanyRoseB, customer statement only shows the summary of your customer's account, listing recent invoices, credit memos, and the payments received. As of now, there isn't an option to create a statement that indicates what invoices each payment was applied.

 

However, to check what invoices each payment was applied to, you can run the Transactions List by Customer report following the steps provided above and make the necessary customization.g5 transaction list by customer.PNG

 

On the other hand, to learn more about statements and running reports in QuickBooks Desktop, you may check these articles:

 

I'll be right here to help you if you have any other questions about statements, just add a post/comment below. Have a great day ahead!