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Converting Quotes to Sales Orders in QuickBooks - Why Can't I Choose?

Having Trouble Sending Big Batches of Customer Statements in QuickBooks?

I have recently received several messages from businesses that are having trouble when sending out a large volume of customer statements in QuickBooks.

Several of the concerns relate to:

  • Being blacklisted from their ISP due to large batches of e-mail being sent
  • Having the ability to pick and choose different groups of customers for which to send batches of statements
  • Poor performance of QuickBooks when sending a large volume of statements

ARE YOU HAVING ANY OF THESE ISSUES?

Your feedback and suggestions are welcome about your experiences with any of these issues relating to customer statements in QuickBooks. Our community is interested to hear how you have been dealing with them.

ON SECOND THOUGHT, WHY NOT ELIMINATE STATEMENTS COMPLETELY?

Is is time for your business to move away from the concept of even sending statements at all? Here are my thoughts from a few years ago - and they still ring true today.

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Comments

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Hello Juergen:

Have you checked the "show invoice item details on statements" box in the "Select Additional Options" portion of the statement creation screen?

This should help with the need for more details - I hope!

Scott Gregory

Good afternoon ,

we need to see more details on the statements . for example if i create for apartment invoices for condo fees and electriicty and cable tv services, hwy i cant see those details on the statemnts as i did on the invoices .

customers get confused , if they see only the invoices numbers.

best regards,

juergen

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