Thank you for sharing your detailed observations and concerns about QuickBooks customer statements, A to V.

The Open Items statement dated March 25, 2025, should display outstanding invoices as of that date, including the total amount in one column and the unpaid balance in another.

On the other hand, the Balance Forward statement dated March 25, 2025, should include all open invoices outstanding as of the statement date. However, how the values are displayed especially the balance forward line item amount depends on the selected date range.

• Example 1:
  
  

Selected date range: March 1, 2025 – March 31, 2025.

During this period, the invoice has not been partially paid, so the balance forward should show the full invoice amount, as no payment has been applied yet.

• Example 2:
  
  

Selected date range: June 1, 2025 – June 16, 2025.

During this period, the invoice has been partially paid, so the balance forward should show the invoice amount minus the payment made on April 5, 2025.

Regarding this Transaction statement dated March 25, 2025, the start and end dates should cover the invoice issue period, as this statement lists all transactions within the selected range. It shows invoices with the total amount in one column and payments received in another, regardless of when the payments were made.
 

• Example:
  
  

Transaction statements with a date range of March 01, 2025, to March 31, 2025, will still include the payment that was made in April. It will display the total invoice amount in one column and the payment that was applied to the invoice in another column.

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You can also consider sending feedback to our product developers so they can implement clearer, customer-friendly statements with centered columns in future changes.

Here's how:

1. Sign in to your QuickBooks Online account.
2. Click the Gear icon at the top, then Feedback.
3. Enter your comments or product suggestions.
4. Press Next.
   
   

Once done, our designated team will review it. You can track your future requests through the QuickBooks Online Feature Requests website.

For a comprehensive overview of your financial data, including profit and loss, sales, and balance sheets, please see this helpful article: Run a report in QuickBooks Online.

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