Showing posts with label statement. Show all posts
Showing posts with label statement. Show all posts

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.