Thanks for posting here in the Community, missmissySEI.
I'm happy to provide some info for customizing customer statements in your QuickBooks Desktop account.
This can be done in a few steps. Here's how:
- Go to Customers, then select Create Statements.
- Choose the appropriate A/R account.
Note: QuickBooks displays the A/R Account field ONLY when your Chart of Accounts contains more than one A/R.
- Check the statement date.
- Select the date period of the transactions.
Note: You can specify the dates, or you can include all open (unpaid) transactions as of the statement date.
- Select the customers you want to print statements for.
- Select Additional options, then Customize.
- Choose Create New Design to customize the font, colors, and grid styles.
- Select Print or E-mail depending on how you want to send the statements to your customers.
The following article provides additional info about creating and sending customer statements in QuickBooks Desktop.
Please don't hesitate to reach back out if you have any other questions. I'll be here to lend a hand.
