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May 29, 2024
Question

Can I generate a statement for a customer that has multiple projects going on showing only one project and not all of them at once?

  • May 29, 2024
  • 1 reply
  • 3 views
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1 reply

JaeAnnC
Level 6
May 29, 2024

I can share a few things about filtering the details shown in a statement, @stephanie106.

 

Currently, we're unable to customize statements in QuickBooks Online (QBO). That said, there is no option to display only one project belonging to a customer.

 

As a workaround, we can run and customize the Transaction List by Customer report to show the project's open balance. Here's how:

 

  1. Go to Reports and search Transaction List by Customer.
  2. Click Customize.
  3. Set the Report period.
  4. From the Filter section, select the project in the Customer dropdown.
  5. In the A/R Paid dropdown, select Unpaid.
  6. Click Run report.

 

Moreover, I'll share this article to handle your customers' open balances in QBO: Manage outstanding balances for customers and vendors in QuickBooks Online.

 

Stay in touch if you have other concerns about creating customer statements in QBO, and we'll be glad to respond promptly. Keep safe and have a good one.