We need more details (namely: our reference, client reference) in a statement for each our client when we create statement (example in the attachments). We want to include two new columns in all our statements: "our reference", "client reference"
It is not possible to edit/include any further information on the statement template at the present time. Our products are evolving constantly and to assist us with your requirements, and hopefully get them implemented, we encourage you to leave feedback from within the product.
Need QuickBooks guidance?
Log in to access expert advice and community support instantly.