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H
hansiem
May 21, 2020
Question

How to configure statements beyond the 3 standard templates

  • May 21, 2020
  • 1 reply
  • 0 views
No text available

1 reply

AlcaeusF
AlcaeusF
Level 14
May 21, 2020

Welcome back to the Community, @hansiem.

 

You're referring to the template format when importing bank transactions using Excel CSV files in QuickBooks Online (QBO), correct? If so, you can only use either a 3-column or 4-column format.

 

The 4-column format has a Date column, a Description column, and both a Credit and a Debit column. The file must be formatted correctly so the import will be successful. For further guidance with the process, please refer to this article: Import bank transactions using Excel CSV files.

 

Please leave a comment below if you have any other questions or concerns, and I'll get back to you right away. I'm always here to assist. Have a wonderful day!

H
hansiemAuthor
May 21, 2020

Hello FritzF,

 

Thank you for the response. 

 

I am actually referring to customisation of the data to be displayed on the statements. I have created additional fields on my invoices template and require that data to output onto the statements. 

 

I have already opted to display "list each transaction including all detail lines" (see screenshot) in the statements section of settings but want this information on separate columns so as to have a clean look.

 

Is this possible?

 

Your prompt response is greatly appreciated. 

 

Thanks

MaryLandT
MaryLandT
Level 10
May 21, 2020

Thanks for getting back and for the screenshot, hansiem.

 

You only the option to select either List each transaction as a single line or List each transaction including all detail lines when customising your statements.

 

Rest assured I'll pass this feedback along to our Product Team. This way, they can discuss on how to add this feature in the future.

 

For now, you can join the QuickBooks blog and visit the Firm of the Future page to know what's new and coming in the system.

 

Feel free to post again if there's anything else you need. The QuickBooks Community is always open to help.

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