I appreciate the information you've laid in regarding your concern, Angela. I'm here to help you seamlessly manage your customers and customer statements in QuickBooks Desktop (QBDT).
Since there's a limitation of up to 4,500 customer records when generating statements, your idea of removing old customers would benefit you with your situation. Please know that we can't erase them by batch. What we can do is manually delete them in the system.
Alternatively, you may look for a third-party application that supports removing multiple customers at once. Then, integrate it in QBDT. This way, you can maximize your experience and proceed with your needed task.
Furthermore, if you need to send the statements to specific customers, I recommend selecting them manually. For more information, please refer to this article: Create and send customer statements in QuickBooks Desktop.
Moreover, being able to batch-delete customers and expanding the limitation of customer records in statements would be helpful to every user. With this, I recommend sending feedback to our product developers. Your feature suggestions are valuable to us and could help our team improve the program.
Here's how:
- Open your QuickBooks company file. Then go to the Help menu.
- Select Send Feedback Online and then Product Suggestion.
- Choose the Product Area.
- Enter your feature comments and recommendations in the designated field.
- Once done, hit Send Feedback.
You may also check this article to learn more about different ways of handling your customer transactions in QuickBooks: Customer transactions workflows - QuickBooks Desktop. It can guide you in managing your customer data accurately.
Click the Reply button if you have additional concerns with customer statements, managing customer profiles, or any areas in QuickBooks. I'll make sure to help you promptly.
