Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

Reply to message

View discussion in a popup

Replying to:
Irene R
QuickBooks Team

Reply to message

I appreciate the steps you've taken in an attempt to fix the issue you're experiencing with your customer statements in Quickbooks Desktop (QBDT), Janey. I'm here to help you out with this matter.

 

After troubleshooting, if you still get an error when choosing a total of records below the limitation threshold, I recommend reaching out to our support team.

 

Specialized tools are available to them, allowing secure access to your account for a comprehensive investigation into the root cause of this unusual behavior. They will be able to offer you a suitable solution to resolve the issue.

 

To contact our QBDT customer support team, you can follow the steps below:

 

  1. Open your QBDT account.
  2. At the top of your account, select Help.
  3. Choose QuickBooks Desktop Help/Contact Us.
  4. Click on Contact Us.
  5. Please give a brief explanation of your concern, then press Continue.
  6. Log into your Intuit account. Select Continue, then Continue with my account.
  7. An email with a single-use code will be sent to you. Type in your code and click Continue.
  8. Select whether you want to Chat with us or Have us call you.

 

Furthermore, it's important to note that you are limited to reviewing a maximum of 4,500 customer statement records. If you have more than that, you will need to manually select them. You can refer to this article to get more information about it: Create and send customer statements in QuickBooks Desktop.

 

In addition, utilizing QBDT allows you to generate reports for an overall view of your financial status. For instructions on how to do this, refer to this resource: Customize reports in QuickBooks Desktop.

 

Don't hesitate to return to this thread if you need further assistance with your customer statements, Janey. The Community will be at your aid 24/7. Keep safe!

Need to get in touch?

Contact us