How do I remove or amend the Bank Details from a customer statement?

Hello there, @pearse-bridgeman.

I'll gladly share some insights about customer statements and guide you in removing or amending bank details to your customer transaction so they can pay you using the appropriate one in QuickBooks Online (QBO).

Bank details aren't included when sending a customer statement. It'll only show them their invoices, payments, credits, and balances.

Based on your description, it seems that you're referring to the bank details displayed in your invoice template. To amend it, you can resend the invoice to your customer using the template that includes the appropriate bank account you want them to pay. To do this, here's how:

1. Go to the Sales menu.
2. Select the Customers tab.
3. Find and select the customer to view their Transaction List.
4. In the Transaction List tab, find the invoice and select the View/Edit option under the Action column.
5. Click the Customise option below and choose the template that contains the appropriate bank account.
6. Select Save and send.

You can also message or contact your customer directly and inform them to pay to this specific bank account.

Feel free to read this article for more details about personalising and adding specific info to your sales forms in QBO: Customise invoices, estimates, and sales receipts in QuickBooks Online.

Also, you may want to check out one of our Help pages as your reference to guide you in managing customers and income transactions using QBO: Customers and income help for QuickBooks Online.

Let me know if you have other concerns about managing customers and sales transactions in QBO. I'll gladly help. Take care, and have a great day, @pearse-bridgeman.

Rea_M

the bank details are included on the bottom of the statement. I am using Quickbooks online. I made my invoice template with the other bank account my default, but the original bank details still appear on the statement. I would be happy just to have the statement have no bank details. Ideas?

Hello there, @pearse-bridgeman. I'm here to help you remove the banking information from the customer statement.

Kindly start by accessing and editing the template used for the statement. After that, clear the Add footer text section. This will prevent the bank details from appearing moving forward. Here's how:

1. Click on the Gear icon.
2. Under Your Company, select Customer form styles.
3. Select the statement used for the invoice, then click on Edit.
4. Go to the Content tab.
5. Clear the Add footer text or erase the bank info.
6. Once done, click on Save and send.

There you have it! You can go back to the statement page and verify the changes. I'll also add these handy articles to know more about how you can handle statements and other sales forms in QBO:

• Create and send customer statements in QuickBooks Online
• Customise invoices, estimates, and sales receipts in QuickBooks Online

Fill me in for more concerns about this or QuickBooks. I'll manage to respond as soon as I can. Keep safe!