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Obaid-Khan
Level 1

can we make our quickbook like before without updated because after updated its make issue in the statements and other things guide us ?

suppose one costumer till month 4 have 34000 and he cleared 12000 in month 5 so when i choose statement untill month 4 its need to show me balalnce but its show same amount
1 Comment 1
Rusimyhr
QuickBooks Team

can we make our quickbook like before without updated because after updated its make issue in the statements and other things guide us ?

While we can't roll back the cloud software, QuickBooks Online (QBO) constantly moves forward with automatic updates to give you the most advanced and secure features. To fix the issue, you only need to change your statement type from Open Item to Balance Forward for Month 4.

 

The recent update likely reset your default layout to Open Item, which pulls live, real-time balances up to the present day and causes your Month 5 payment to show up early. To resolve this:

 

  1. Go to + Create and select Statement.
  2. Change the Statement Type to Balance Forward.
  3. Set your Start Date and End Date to the last day of Month 4.
  4. Click Apply to see your correct $34,000 historical balance.

 

If you have additional questions or need further assistance, don't hesitate to reach out.