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AdonL
QuickBooks Team

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Creating and sending customer statements efficiently, helps keep your financial records organized and supports clear communication with your customers, TC70. I've got some details about this.

 

At this time, Quickbooks Desktop Enterprise 2024 allows you to only review up to 4,500 customer records when you create a statement. It is to ensure QuickBooks runs smoothly on your device. If you have over 4,500 customers, you'll need to select them individually.

 

You can reference this article containing relative insights and complete steps in generating a billing statement in QBDT Enterprise 2024: Create and send customer statements in QuickBooks Desktop.

 

Additionally, you can refer to this resource on how to track customer transactions in QBDT: Get started with customer transaction workflows in QuickBooks Desktop.

 

Efficient management of customer statements is essential for keeping your records accurate. If you have any more questions or need further assistance with your statements in QBDT, don't hesitate to reach out again. We're always here to help with any issues or clarifications. Stay safe.

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