Wednesday, January 25, 2012

Quickbooks 2010, 2011, 2012 Statements for Clients without active balances

We had needed to print a "statement" of account for a client that didn't have any outstanding balances. I think by default Quickbooks won't print/create a statement for a client that has a $0 balance, so I just had to figure out how to get it to print all charges and payments to the client during a time range.

Choosing the "Create Statements" on a client, then choosing "Statement Period from: xx/xx/xxxx to xx/xx/xxxx", under "Select Additional Options / Do Not Create Statements " uncheck "with a zero balance" and uncheck "with a balance less than 0.00" and any other options you might want to change.

This should produce a statement of charges and payments for a client between the specified date range.

fi.

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