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September 14, 2023
Question

Customise customer statements

  • September 14, 2023
  • 1 reply
  • 1 view
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1 reply

Level 4
September 14, 2023

Thanks for posting in the Community, precisebooks!

 

At the moment we're unable to customise customer statements in QuickBooks Online. The details shown in your customer statement is based on the settings you have in your Custom form styles like your logo and bank details. You can edit your custom form styles to edit your content.

 

  1. Click on the Settings icon.
  2. Click on Custom Form Styles.
  3. Click on Edit for your Default template.
  4. Make the changes and click on Done.

To learn more about customer statements, you can check this link Create, send, and manage customer statements in QuickBooks Online.

 

Please tell us how we can help you more by posting questions in here. We're happy to serve you.