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View Full Version : Problems w/ Customer Statement Template


smueller
06-19-2004, 01:34 PM
I'm using 2003 Pro. My Question regards the layout of customer statements. I noticed that the default template has the basic columns Date, Transaction, Amount and Balance. However, since I don't like what quickbooks decides to display in the "Transaction" Column, I created a template that shows all of the columns available:

Customers -> Statements -> Template Customize -> Edit -> and Select the Columns tab.

Now the statement looks more like my invoices, which is what i wanted. However, the fields i added, (Item, Quantity, Rate) show as blank when i preview the statements!

Its as if there is no data tied to the field. What is the point of having these fields here if no information can be tied to them? Or am i missing something?

Kendor
06-20-2004, 05:46 AM
I have 2003 Pro as well and also don't like what QB puts in the Transaction column but I've not found a way to dodge QB's imposition of its preferred, non-editable wording. I dislike the Statements so much I usually generate manual ones, with considerable irritation and wasted time.

I take it that it's not only in Preview that you get nothing in the fields concerned but that if you print the statement you still get nothing.

Let's hope that the failure to link any information to the fields was an oversight that will be put right in future editions. Can someone perhaps tell us what the position is in QB 2004 Pro?

Ken