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I see how convenient it would be to customize the Customer Statement layout to better fit your workflow, Carolyn.
While this option isn't currently available in QuickBooks Online (QBO), you can submit a feature request to our development team. This helps us consider adding the ability to customize or modify statement templates in future updates.
Here's how to submit feedback:
- Navigate to the Gear icon (⚙) and choose Feedback.
- Enter your comments or product requests.
- Select Next to submit.
As a workaround, you can download the customer statement as a PDF and use an external PDF editing tool to customize the header before sending it to the customer.
Let us know if you have additional questions. We're here ready to help.