Hi there, @Dorenda25.
I'll share insights about customizing the template of your statements in QuickBooks Desktop to ensure they go through and perform the changes you needed.
Currently, we have an ongoing investigation where customers, like you, are unable to customize the template from the statement transaction. Rest assured that our engineering team is aware and they're in all hands working to fix this as soon as possible.
While we're unable to provide the exact turnaround time as to when this problem will be fixed, let's consider customizing the template by going to the List menu, selecting the Templates option, and choosing the statement template in question.
If you haven't yet, I also recommend contacting our Customer Care Support. With their tools, you can work with one of our specialists in creating a ticket linked to the said investigation to receive updates via your email on file. Here's how:
- Go to Help.
- Select QuickBooks Desktop Help.
- Click Contact Us.
- Enter a few words describing how you're unable to customize the statement template in the What can we help you with? text area.
- Choose Chat or Callback to connect with our specialists online.
Lastly, I'm adding this article for topics to use while recording the common customer transactions: The Customer Transaction Workflows in QuickBooks Desktop. Subtopics like how a certain workflow is entered based on the other payment method used by your customers.
We appreciate your patience as we're working on this. Please let me know in the comments below if you have any other questions aside from creating and sending statements in QuickBooks. Take care always!
