I'm here to share insights about customizing your customer's statement template, @Braco Stone.
As of the moment, there isn't an option to change the order of your transactions while creating customer statements. It's best to let our product developers know about your request by sending feedback. Let me show you how.
- Go to Help.
- Select Send Feedback Online.
- Click Product Suggestion.
- Under Product Area, select Customers & Sales.
- Enter a few words describing how you wanted to change the order of your transactions while customizing the template or creating the statement.
- Select Send Feedback.
- Click Close Window.
I'm also adding this article with the tips and topics you can use while working with your sales transactions and managing your customer's activity: Get Started with Customer Transaction Workflows in QuickBooks Desktop.
Let me know in the comments below if you have any other questions aside from creating a statement. I'll be here to lend a helping hand. Take care and stay safe!
