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je88icava
Level 2

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@Rea_M - I think it's hilarious that you guys fail to understand the problem - one I did all the suggested repairs, updates, fixes that were mentioned by your team before posting. Yes we have more than 4,500 customers - however I am just to print out 55-65 statements for our customers who have AN OPEN BALANCE. Not all of our customers have terms on the account - hence I DO NOT NEED NOR HAVE SELECTED 4,500 customer. This was not an issue in our 2021 which we updated to the 2024 version just last week. 

 

Let me walk you through the issue so you understand. I go to create statements for closing March (I assume because you work for Quickbooks you are familiar with the reason for statements and when they are usually generated - most companies do so once a month we do it on the first to review the previous month for anyone who has an open balance)

 

Back at it - I go create the statements - everything is the same as always - I select "ALL CUSTOMERS" I also select on the DO NOT CREATE STAEMENT all 4 options. Normally this means statements are not created for customers with a zero balance, with a balance less than $50, with no account activity, for inactive customers. Do you know what I noticed - If I go back to View Selected Customers on the right hand side it has not filtered out these customers. Instead, I have customers who we haven't done business with in over a decade and who have been marked as inactive for years!  The glitch is not with me - the user- the glitch is with your program and updates. It is not removing the customers which we have as inactive. Obviously, this is something that many people have complained about because this is not the only board I have found with this information - so please read through all the already suggested information provided by your team and come up with a different solution because I have tried everything here already! 

 

Thanks!

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