cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
NEW Connect to DBS IDEAL direct bank feeds Click here
Michael-Prange
New Member

Can I customize statements somewhere the same as I can customize invoices ?? Statement does not come up in the customize forms dropdown.

I want to customize my statement the same way I can customize my invoice. Is this possible ?
1 Comment 1
MirriamM
Moderator

Can I customize statements somewhere the same as I can customize invoices ?? Statement does not come up in the customize forms dropdown.

Customizing statements is a bit different than customizing invoices, Michael. Let me share this details with you further.

 

Currently, statements in QuickBooks Online (QBO) do not offer the same customization options as invoices. However, you can display each transaction on a separate line with all the details and include an aging table at the bottom.

 

To achieve this, go to the Sales menu on the Account and Settings page. Here are the steps to follow:

 

  1. Go to the Gear icon.
  2. Select Account and settings.
  3. Go to the Sales menu.
  4. Click anywhere in the Statements section to open its contents.
  5. Choose the option you want (List each transaction as a single lineList each transaction including all detail lines, or Show ageing table at bottom of statement).
  6. Select Save.

 

statement.png

 

Our mission at Intuit is to serve QuickBooks users worldwide and deliver an outstanding experience. We recognize that this limitation may cause some inconvenience. We are continuously working to improve your experience with our platform, and I recommend submitting your request directly to our product engineers via the feedback system. Your input is invaluable in helping us enhance the program's features.

 

To submit feedback, follow these steps:

 

  1. Go to the Gear icon at the top.
  2. Select Feedback.
  3. Enter your comments or product suggestions. 
  4. Then select Next to submit feedback.

 

Furthermore, consider exploring this article for more insights: Create and send customer statements in QuickBooks Online.

 

If you have any more questions, don’t hesitate to reach out. I’m here to help whenever you need. Take care and enjoy your day!