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Replying to:
Clark_B
QuickBooks Team

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Thank you for joining the thread @MNLori.

 

I appreciate you taking the time to express your concern about creating statements one at a time in QuickBooks Desktop (QBDT).

 

As my colleague ReymondO said, this problem usually appears when the maximum number of customers, as you can only review up to 4,500 customer records when you create a statement. If you have more than 4,500 customers, you'll need to select them manually.

 

To check, you can click View Selected Customer to view your total customers. However, if you haven't reached the allowable number yet, we can run troubleshooting steps to address the issue.

 

Let's begin by updating QuickBooks Desktop (QBDT) to the latest release, so you can benefit from the most recent product improvements and fixes. Here's how:

 

  1. Go to Help and select Update QuickBooks Desktop.
  2. Click Update Now, then select Get Updates.
  3. When the update finishes, close and reopen QuickBooks.
  4. When asked to install the update, select Yes.
  5. When the installation finishes, follow the on-screen instructions.

 

If you're experiencing the same issue, let's use the Verify and Rebuild Data tools. The Verify tool identifies the most common issues in a company file, and the Rebuild tool fixes them.

 

I'll also add this article to help you track your customer transactions: Accounts Receivable workflows.

 

Let me know if you have other questions or concerns about statements. I'll be around to provide further assistance to you.

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