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I appreciate the feedback you've shared, @Barheys.
As of now, the ability to customise your forms is only available to invoices, estimates, and sales receipts. Let me share additional ways so you can maximize the use of the available features in QuickBooks Online to help you manage your business.
You can generate and customize the Transaction Detail by Account report so it will display the information that you need. Let me guide you on how to do it.
- Open the Transaction Detail by Account report.
- Click the Customise button.
- Expand the Rows/Columns section.
- Select Customer from the Group by drop-down menu.
- Under Select and reorder columns, mark the information you want to include:
- From the Filter section, mark the Customer/Donor tick box.
- Choose the specific name of the customer.
- Click the Run Report button.
Once completed, you can change the name of the report and email it directly to your customers.
Also, you can download the report as an Excel or PDF file. Lastly, you can save the customisation you've made. This way you can easily generate the same type of report in the future.
On the other hand, as your business grows, you can be sure that QuickBooks will grow alongside it. Our Product Developers are planning on adding more tools and features to this program in the coming months ahead, so be sure to keep an eye on our blog for announcements: https://intuit.me/2L2zqTv.
Keep me posted if you have other questions about generating statements in QuickBooks. I'm always here to help.