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Replying to:
DivinaMercy_N
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I know how difficult it is to unable to create customer statements the way you need to, @tnpcwp and @ad2323. I'll share details about the error you're getting and a workaround you can use to achieve your goal.

 

QuickBooks Desktop (QBDT) only supports creating statements for 4500 customers at a time. You'll have to choose the selected customers and manually choose those you wish to print statements for as long that it is below 4500 per batch. Here's how:

 

  1. Under Select Customers, choose Multiple Customers.
  2. Next, click Choose.
  3. Then, manually add the customers.
  4. After that, select Preview or Print (this will allow you to print and preview the statements).

 

Also, this behavior is reproducible in QBDT Enterprise 2023 with release notes R4_72. The older version of the program does not receive this warning message when generating statements. This error is specific to the number of customers that the system can read through to see if any open transactions could be added to a statement. In Enterprise it is common to have more than 4500 customers. The message suggests that you should know who has a balance with you before generating statements.

 

For guidance, read this article: Create and send customer statements in QuickBooks Desktop.

 

You can also run customer reports to help you easily track transactions made for your clients. For detailed instructions, check this guide: Customize customer, job, and sales reports in QuickBooks Desktop.

 

Please know that I'm always in the Community to provide answers if you have other concerns managing your customer's statement. Drop a comment below if you have other queries. Have a good one.

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