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jocelyn6
Level 1
posted
‎March 02, 2023 01:53 AM
last updated ‎March 02, 2023 1:53 AM

How to generate the last month customer statement without the current month payment update?

 
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1 Comment 1
Anonymous
Not applicable
‎March 02, 2023 03:45 AM

How to generate the last month customer statement without the current month payment update?

I can help you with pulling up a statement list on a certain date in QuickBooks Online (QBO), @jocelyn6.

 

In QuickBooks, we have the option to customize the data shown on our reports. That said, you can customize the date of the statement to reflect all data under the specified date. Here’s how:

 

  1. Go to the Reports menu and search for Statement List Report.
  2. In the report window, click the Customise button.
  3. Navigate to the Filter dropdown and customize the Statement Date.

 

You can also check out this resource to have more tips when customising reports in QBO. 

 

Should you need further assistance with reports, you can always ping me here by adding a reply. Have a great day!

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