This isn't the experience we want you to have when creating customer statements, je88icava. Let's work together to fix this so you can effectively manage your sales transactions.
You can review up to 4,500 customer records when you create statements in QuickBooks Desktop (QBDT). If you have more than 4,500 customers, you'll need to select them manually. However, this error is already resolved in the latest release of QuickBooks. We encourage you to update your software to fix this. Here's how to do it manually:
- Select Update available then select Install now to install the update.
- Sit back and relax while the update is being installed. It might take a while for the update to be installed.
- Open QuickBooks once the update is installed.
For more details, please see this article: Update QuickBooks Desktop to the latest release.
Additionally, there are different ways you can track customer transactions in QBDT. If you wish to learn more about how these processes are sequenced and performed, you can check out this article: Customer Transaction Workflows.
Stay in touch if you need further assistance updating QuickBooks and sending customer statements in QBDT. I'm always ready to provide the help you need.
