Managing customer statements effortlessly during business operations is our mutual goal, Davis. Let me discuss how you can proceed with creating statements in QuickBooks Desktop (QBDT).
When choosing customers, it's best to limit your selection to a maximum of 4,500. To stay within this requirement, follow the instructions in the error message and select customers in smaller groups instead of using the All Customers.
I can see that this limit may interfere with your workflow. Therefore, I suggest sharing your thoughts with our development team about your experience using the platform. They will review it and could make helpful changes.
Here's how:
- Go to the Help option and choose Send Feedback Online.
- Select the Product Suggestion then enter your feedback.
- Once done, hit the Send Feedback button.
For more details with creating a customer statement, you can always look back on this article: Create and send customer statements in QuickBooks Desktop.
After customers have paid their balances, be sure to record it for accurate documentation of your business transactions.
We highly value your comments about our features in QBDT, Davis. Should you have any further concerns, please revisit this Community forum at any time. We're right here ready to support you on your QuickBooks journey.
