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DebSheenD
QuickBooks Team

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It's great to see you here in the Community, @PracticeManagerCatalina.

 

I'll step in and share details about customizing templates in QuickBooks Online (QBO).

 

A browser issue might have caused the aging statement doesn't show. Let me share some steps that can resolve common browser issues when working in QBO.

 

Start by using or switching to an incognito or private browsing session. Use these keyboard shortcuts to open one depending on the browser that you're using:

 

  • Ctrl Shift for Google Chrome
  • Ctrl Shift P  for Firefox
  • Control Option +if you're using Safari
     

If it works. clear your browser's cache. You can also switch to a different supported browser to see if it has something to do with your browser.

 

Once done, we'll be able to view the statement and filter the transaction type. I've also added a screenshot below for visual preferences.


Did you receive an error when exporting and printing statements to excel? This way, we can help you get this fix.

 

Additionally, you can check this article for additional information about managing sales forms in QBO: Create and view customer statements.

 

Once your customer pays their invoices, we can record payments in QuickBooks Online


Please add your comment below if you have questions about customizing customer statements. I'm just around to help. Take care always.