Editing Statement Layout in QuickBooks

How to Create and Edit Customer Statement Layout in QuickBooks

You have a few options within QuickBooks if you'd like to customize your statements. Go to your preferences inside of QuickBooks to see those options. You can choose to have your statement list each transaction as a single line, or including all details.

Learn how to use statements to show customers a summary of their invoices, payments, credits, and balances, here: How to Edit Customer Statement Layout

  1. From inside of your QuickBooks Online account, go to Settings ⚙ (top right) and select Account and Settings.
  2. Select the Sales tab and scroll to the bottom to Statements.
  3. Select Edit ✎.
  4. Select either List each transaction as a single line or List each transaction including all detail lines.
  5. Select or de-select the Show aging table at bottom of statement checkbox.
  6. Select Save.

Example Pictured Below: Each transaction as a single-line (invoice #, amount, total balance due)

Example Pictured Below: Each transaction includes all details (invoice #, date, horse's name, service/product, etc), amount due, total balance due)

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