Thanks for joining the conversation, @DrDanDDS. I'm here to help and guide you on how to remove the balance forward in QuickBooks Online.
At this time, you can use Transaction Statement if you want to remove all statements. You have the option to choose the Transaction type statement. That way, it won't include the previous balance of your current invoices.
Here's how you can prepare a statement:
- Open your QuickBooks Online account, then click on Sales at the left pane.
- Select Customers, then find the customer on the list.
- In the action column, select the small arrow icon, then Create Statement.
- From the Statement Type drop-down menu, select Balance Forward.
- Enter the Statement Date, Start Date, and End Date.
- Tap Print or preview or Save and send.
To learn more about customer statements, feel free to read the information from this link: Create and view customer statements.
In case you need help with recording invoice payments, you can also read the details from this link as your reference: Record invoice payments in QuickBooks Online.
If I can be of additional assistance while working with QuickBooks, don't hesitate to let me know. I'd be more than willing to lend you a hand.
