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Rea_M
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Hello there, @finance-hwj1-co-.

 

Currently, changing the customer statement template isn't an option in QuickBooks Online (QBO). However, you can choose to list each transaction as a single line, including all details, and show the aging table at the bottom of the form. To do this, you'll have to visit the Sales menu on the Account and Settings page. For the detailed steps, here's how:

  1. Go to the Gear icon.
  2. Select Account and settings.
  3. Go to the Sales menu.
  4. Click anywhere in the Statements section to open its contents.
  5. Choose the option you want (List each transaction as a single line, List each transaction including all detail lines, or Show ageing table at bottom of statement).
  6. Select Save.

 

I've attached a screenshot below that shows the last four steps.

 

There are three types of customer statements in QBO. It's the Balance forward, Open Item, and Transaction Statement. If you wish to know more about them, kindly check out this article: Create and view customer statements.

 

In the meantime, I'd recommend visiting our blog and newsletter to keep you updated on the latest news and product upgrades.

 

Additionally, you're able to customise your sales forms like invoices, quotes, and sales receipts. This is to add information that matters most to your business. For the step-by-step guide, you can refer to this article: Customise invoices, quotes, and sales receipts in QuickBooks Online. It also includes details about editing custom templates.

 

You can always comment below if you have other concerns or follow-up inquiries about managing customer forms in QBO. I'm just around to help. Take care always.