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Michael-Prange
Level 1

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 ?
2 Comments 2
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 in QuickBooks Online (QBO) is a bit different from customizing invoices, Michael. Let me share some details with you.

 

Currently, statements in QBO don't offer the same level of customization as invoices. However, you can display each transaction on a separate line and include an aging table at the bottom. Here's how you can do it:

 

  1. Go to the Gear icon at the top of your QBO account.
  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

 

At Intuit, our mission is to provide QuickBooks users worldwide with an outstanding experience. We understand that the current limitation may be inconvenient, and we're continuously working to enhance your experience with our platform. I recommend submitting your request to our product engineers through the feedback system. Your input is invaluable in helping us improve 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 or need assistance with customizing statements or any other aspect of QuickBooks Online, please don't hesitate to reach out. You can easily get help by replying to this thread. I'm here to guide you through every step and ensure your journey with QuickBooks is smooth and efficient.

SLusardo
Level 1

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

The information provided by QBO on this is not encouraging. We should be able to add a custom header or footer to the statements.