Yes, you should be able to run the customer statement with that data but you can’t customize the format in QBO.
From Left navigation bar select Sales > select Customers – then select relevant Customer > under action column from the drop-down menu select Create statement – Statement type from drop-down menu Balance Forward – Save and Send by email. Print PDF option is also available.
You can run the statement for the batch of customers under batch actions column.
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Mara
Yes, you should be able to run the customer statement with that data but you can’t customize the format in QBO.
From Left navigation bar select Sales > select Customers – then select relevant Customer > under action column from the drop-down menu select Create statement – Statement type from drop-down menu Balance Forward – Save and Send by email. Print PDF option is also available.
You can run the statement for the batch of customers under batch actions column.