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natasjaj
March 23, 2021
Question

Add banking details to customers statements?

  • March 23, 2021
  • 2 replies
  • 9 views
No text available

2 replies

R
Ryan_MModerator
Moderator
March 23, 2021

Hi @natasjaj,

 

There are a few customisation options for a customer statement in QuickBooks Online (QBO).

 

At this time, the option to include banking details in a customer statement is unavailable. What you can do is change the way transactions are listed.

 

Here's how:

 

  1. Go to the Gear icon.
  2. Select Account and settings.
  3. Move to the Sales tab.
  4. Scroll down to the Statements section, then click it.
  5. You can choose to either List each transaction as a single line, or List each transaction including all detail lines.
  6. Another option is to enable Show ageing table at bottom of statement.
  7. Hit Save when you're done.

Open this article for additional details: Create and send customer statements in QuickBooks Online. 

 

Don't hesitate to tag me in a comment below if you have any other questions with QBO features. I'll get back to you as soon as I can. 

D
design-earlstone
September 21, 2021

Why is the banking detail not available on your customer statement. Surely that is more professional and if you run 30 day accounts YOUR LOGO and bank details should be on your customers statements. NOT IMPRESSED

    E
    Ethel_AQuickBooks Team
    QuickBooks Team
    September 21, 2021

    It isn't the kind of impression I'd like you to have, @design-earlstone.

     

    Since this feature is not available in QuickBooks Online, I suggest sending us a feature request. This way, our Product Development team can look into this. 

     

    Here's how:

     

    1. Click the Gear icon, then select the Feedback button.
    2. Type in your comments or product suggestions.
    3. Hit Next.

     

    Check this article for more information on how to submit feedback.

     

    You can also track feature requests through the QuickBooks Online Feature Requests website.

     

    Let me know if I can be of more help. I'm always here to help you.

    L
    LuckySigns
    April 1, 2022

    Thumb down @Ethel_A 

    Thumb up @design-earlstone 

     

     

    feed back may be useful to have, Quickbooks community page and discussion has more visibilities and help many other customer with same issues and problems. This will definately get the "Product development team"'s attention quicker.

    By the way, can I ask the same questions again? Why isnt the function to add custom texts like 
    EFT bank payment details on the statement form? Better yet, just allow us to add/edit the footer page of the statement page, we can manually do that ourselves.

    This would seem more 'Professional'.

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