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WaSa
Level 2

How can some branches be excluded from the statement printing?

Hello support team,

I've added customer and assigned sub-customer to them, but I don't want to display all the sub in the statement.

I tried removing the customization, but nothing changed! Please check the attachment.

3 Comments 3
GlinetteC
Moderator

How can some branches be excluded from the statement printing?

Hello there, WaSa. 

 

Let me ensure sub-customers no longer display when printing your statement in Quickbooks Online.

 

If you want to print your customer statement without displaying sub-customers, ensure to uncheck the Is sub-customer box to exclude them. This will make sure that your statement only shows the parent customers. Once you have generated and printed the statement, you can add the sub-customers back if necessary. This way, you can customize your statement and only include the information you need.

 

I'm sharing these resources to use in handling customer transactions for: 

 

 

In addition, check this article to help with common printing issues: Fix QuickBooks Online printing issues on browsers for Windows.

 

You can always post again if you need further assistance managing statements or any other concerns. I'm here to help you out.

WaSa
Level 2

How can some branches be excluded from the statement printing?

Hello Dear GlinetteC,

let me clarify. Suppose we have a parent customer X with a sub-customer Z. I want to maintain this hierarchy, but when printing the statement for the parent customer X, I only want to display its transactions without including Z.

GebelAlainaM
QuickBooks Team

How can some branches be excluded from the statement printing?

Hello there, @WaSa.

I appreciate you clarifying your concern. Let me share additional information to help fix your concern.In QuickBooks Online (QBO), the Statement date will matter when you create and print statement for your parent customer and sub-customer.

If you don't want the transactions for your sub-customer to show in printing the statement for your parent account, you'll need to make sure that the transactions date of your sub-customer is not the same as the date of your parent customer's transactions. 

However, if both parent and sub-customers have the same date of transactions then the sub-customer's transactions will show on the statement of the parent customer. Also, the option to excluded is unavailable.

I'm leaving this article for more details in managing statements in QBO: Create and send customer statements in QuickBooks Online.

In case, you encounter issues when printing, you can refer to this article for future guidance: Fix QuickBooks Online printing issues on browsers for Windows.

Tag me in the comment below if you have follow-up concerns in printing statements. I'm always here to help.