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Everything you need to know about connecting your bank and credit cards in QuickBooks Online

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Replying to:
Angelyn_T
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Thank you for getting back, Barheys. I appreciate you adding a visual representation of your Excel data. Let me provide more insights about customer statements.

 

QuickBooks Online (QBO) has a defined format for statements. I can see how important it is for you to generate the information as what you've presented. While the option is unavailable, I recommend sending a feature request directly to our product developers. This way, they can evaluate the possibility of incorporating this in future updates.

 

To start:

 

  1. Select Feedback from the Gear icon.
  2. Enter your comments or product suggestions.
  3. Tap Next to proceed.

 

Once done, our product development team receives and uses your valuable suggestions to improve your QuickBooks experience.

 

For more tips, while preparing your statements or customer reports, you may run through the resources from these links:

 

 

Please feel free to leave a remark below if you have other questions about your customers' statements. I'm just a few clicks away to help. Have a good one!

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