Quickbooks doesn't create statements for all customers with a balance on a specific date and I can't see why. Does anybody else have this problem?

Generating customer statements enables you to give an overview of transactions and balances for your clients, Davina. Let me provide you with some insights to assist you in viewing the balance while creating statements for a specific date.

Before doing so, are you seeing any error messages or notifications when attempting to generate the statements? It would be helpful if you could attach a screenshot to help me better understand the issue and provide you with an accurate resolution.

In the meantime, I suggest you access your account through a private window. An outdated cache can impact the program’s functionality when generating statements for all customers with outstanding balances. This method will help us identify if the issue is related to the browser cache.

Here are the keyboard shortcuts:

• Safari: Command + Shift + N
• Google Chrome: CTRL + Shift + N
• Mozilla Firefox or Microsoft Edge: CTRL + Shift + N

If you can view the balances for each customer for a specific date, clear the browser's cache. This action will remove all stored data from your browser and enhance its performance. You could also try using other supported browsers as an alternative.

Furthermore, I’ll provide these links that will assist you in managing overdue balances and customising sales forms in QuickBooks:

• Manage outstanding balances for customers and suppliers in QuickBooks Online
• Customise invoices, estimates, and sales receipts in QuickBooks

If you have any other inquiries about creating customer statements or related concerns regarding QuickBooks, just reply below, Davina. I’m always here to help you out. Stay safe.

This usually happens if the customer has no open transactions within the selected date range, or if the transactions aren't linked to Accounts Receivable. Double-check the date range, and make sure you're using invoices (not just sales receipts). Also, if it's a sub-customer billed with a parent, the statement can only be created at the parent level. Try clearing your browser cache too