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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:
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:
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!
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