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QuickBooks Team

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I'm here to help you create statements for all customers by a specific customer type, The D33d.

 

Yes, you're right. You need to edit every single job location and tag the customer type to pull up the statement. 

 

You'll have to make sure you have entered a Customer Type for every Job Location. To do this, follow the steps below.

  1. Double click on each job.
  2. Go to the Additional Info tab, then click the drop-down arrow to select a Customer Type.
  3. Click OK.

Once done, you'll surely be able to open the Create Statement screen. 

 

However, if you still encounter the same issue, you can run the  Verify/Rebuild Utility to fix data issues within the program. Here are the steps:

 

To Verify Data:

  1. Go to the File menu.
  2. Tap Utilities then Verify Data.
  3. Click OK on the prompt.

To Rebuild Data:

  1. Click the File menu.
  2. Go to Utilities and select Rebuild Data.
  3. Hit OK to back up your company file.
  4. Wait until the Rebuild is complete.
  5. Click View Results.

I've also included these help articles in case you have some questions about QuickBooks Desktop.

 

Please get back to us if you have questions about statements. I'll always be right here to help you anytime.

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