Solot
Level 1
‎February 15, 2021 07:42 AM

Customised statements

This is most likely the wrong discussion topic that I selected but let me explain my problem here anyway:

I can personalise my invoices but not my statements.  That doesn't make sense to me, why would you allow people to customise their invoices but not their statements. I was sent to a suggestion board but that suggestion board of QuickBooks is closed.  They say I have to go to the community forum so here I am.  Can suggest to Quickbook to change this.   Having a different style for my invoices as opposed to my statements gives the impression that my invoices and statements come from different systems.  I don't like the default layout for invoices so that is not a solution for me.  If you allow me to personalise the one (invoices), why not the other (statements)?

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ReyJohn_D
Moderator
Moderator
‎February 15, 2021 08:37 AM

Other Questions

You've come to the right place, @Solot!

 

The option to customise your statements is a fantastic suggestion. I'd agree that having the said feature can enable you to manage your statements effectively.

 

I recognize your need for this feature. Thus, I'd recommend sending your product feedback. This way, our developers will know and can consider adding the said feature in future enhancements.

 

I can walk you through how:

 

  1. Click the Gear icon at the top, and then choose Feedback.
  2. Enter your comments or product suggestions, like "I'd like to customise my statements."
  3. You can also attach a photo to emphasize your concern, and then select Next.
  4. Click Send message when you're ready.

 

You can open this article for more information: How do I submit feedback?

 

Also, feel free to visit our Resource Center for more QuickBooks tips.

 

You can tap me anytime if you need additional QuickBooks insights. I'm here to help you.

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