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sales271
Level 1

Is it possible to add my company details on the statement, before sending it to my customers?

 
1 Comment 1
GebelAlainaM
QuickBooks Team

Is it possible to add my company details on the statement, before sending it to my customers?

Nice to see you here, @sales271. I'll be sharing additional information with customising statements in QuickBooks Online.

 

In QuickBooks Online, if you send a statement to your customer, the company details are already included by default. However, the option to customise the statement template is unavailable. You can only customise the list of each transaction as a single line, including all details, and show the aging table at the bottom of the form.

 

You can refer to this article for more insights about statements in QBO: Create and send customer statements in QuickBooks Online.

 

Additionally, you can send feedback to our product developers for this feature in QuickBooks Online to help improve your experience. Your opinions and feedback with us will be highly appreciated.

 

Here's how:

 

  1. Go to the Gear icon.
  2. Choose Feedback.
  3. Type in your product suggestions, then click Next to submit feedback.

 

You can visit our QuickBooks Online Feature Requests website to track the status of your submitted feedback.

 

If you want to personalise and add specific info to your sales forms in the future, you can refer to this article: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

Feel free to post a reply if you need help in managing statements or with your company information. I'll be sure to reply as soon as possible. Stay safe!