I recognize how efficient it can be to customize statements according to your business needs, cynosurer.
Currently, the ability to modify specific customizations or adding additional fields to customer statements is unavailable in the program. However, there are a few options available when managing these forms that you can customize.
For now, I recommend sending this feature request to our product engineers. This way, they'll consider this idea and will work on its progress to include it in future product updates. Here's how you can submit your feedback:
- Go to the Gear icon and select Feedback.
- Enter your suggestions and click Next to submit them.
You may also consider looking for third-party applications that offer customization features for invoices and statements. These apps can be synced with QuickBooks to easily exchange data while using the programs. To do this:
- Go to the Apps menu and select the Find Apps or Apps tab.
- Click the drop-down list for Browse categories.
- Select Get Paid and choose the specific app that works best for your business.
Additionally, I'm including this reference that can help you add specific customizations to customer sales forms and utilize other features available: Customize invoices, estimates, and sales receipts in QuickBooks Online.
I'll keep this thread available for any additional queries when managing sales transactions in your account. Feel free to reply below, and I'll be happy to help. Stay safe, and have a good one.
