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March 2, 2023
Question

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

  • March 2, 2023
  • 1 reply
  • 3 views
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1 reply

March 2, 2023

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!