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Replying to:
JamesAndrewM
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Hello there,

 

Upon checking here at my end, the option to create a statement is still available with the new layout. Allow me to guide you:

 

  1. Access your QuickBooks Online.
  2. Go to Customers and Leads and click Customers.
  3. Click the Create Invoice dropdown.
  4. Select Create a statement.

 

However, if the option is still not there, you can perform basic troubleshooting steps to see if it is a browser issue. Sometimes, your search engine's cache and cookies become corrupted, causing problems when accessing websites or opening files. To begin, open your QBO account in an incognito window. It will prevent the browser history from being saved. Please refer to the following keyboard shortcuts based on your browser type:

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + P
  • Safari: Command + Shift + N

 

If the private browsing session works, clear the browser's cache so the system can restart. This task is also possible in other supported, up-to-date browsers. Clearing the cache will reboot the system, allowing you to work with clearing stocked cache and cookies that is causing the issues.

 

Check this link for a guide in running, customizing, and saving reports: Run reports in QuickBooks Online.

 

I would appreciate hearing any updates after you have completed the steps, as I want to make sure this resolves your concern. Please do not hesitate to contact us again. Have a fantastic day!

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