Thank you for reaching out to the Community, @Sdutton.
I understand you've been through an ordeal. Don't worry. I'm here to ensure you'll get the assistance you need from the best help available so you can create and send customer statements in QuickBooks Desktop (QBDT).
When you encounter a warning or error message indicating that you have reached the 4500 thresholds, please note that this is an intentional feature designed to ensure the smooth operation of the system. To avoid potential issues, it is recommended to generate statements in smaller chunks or manually select your customers. If you choose to do the latter, here's how to proceed:
- Go to Customers and select Create Statements.
- Choose the appropriate A/R account.
Note: QuickBooks will display the A/R Account field only when your Chart of Accounts contains more than one A/R.
3. Check the statement date and select the date period of the transactions. You can specify the dates or include all open (unpaid) transactions as of the statement date.
4. Select the customers you want to print statements for and choose Additional Options.
5. Choose whether you want to print or e-mail the statements to your customers.
Moreover, if you want to learn the different ways you can track customer transactions in QuickBooks Desktop: Customer transaction workflows in QuickBooks Desktop.
Please don't hesitate to send a reply if there are any additional questions or concerns about handling your customer statement in QuickBooks Desktop. Keep Safe!
