Problems with statements

Posted by L on January 18, 2007, 10:04 am

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I have a customer with many jobs. I want to create a statement that includes
JUST two of the jobs. I want a single statement.

I seem to remember being able to do this in the past. There is an option on
the left side, 'Create One Statement', with a drop down - the drop down is
set to 'Per Customer'.

But the 'Select Customers' option is problematic. If I choose the option
'One Customer' - the statement includes ALL jobs - even though I have
selected the option to not create statements with zero balance or with
balance less than zero.
If, however, I use the option for 'Multiple Customers' to choose the two
specific jobs, I get two statements. QB is treating the separate jobs as
separate customers (making sense, in a non INTUITive way, because I am
forced to select the jobs as if they were separate customers).

Any work arounds?

Posted by Golden California Girls on January 18, 2007, 10:55 am

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Welcome to Intuit. You might see if you can export them into excel and combine
them. Otherwise you're hosed like the rest of Intuit's customers.

L wrote:

> I have a customer with many jobs. I want to create a statement that includes

> JUST two of the jobs. I want a single statement.

> I seem to remember being able to do this in the past. There is an option on

> the left side, 'Create One Statement', with a drop down - the drop down is

> set to 'Per Customer'.

> But the 'Select Customers' option is problematic. If I choose the option

> 'One Customer' - the statement includes ALL jobs - even though I have

> selected the option to not create statements with zero balance or with

> balance less than zero.

> If, however, I use the option for 'Multiple Customers' to choose the two

> specific jobs, I get two statements. QB is treating the separate jobs as

> separate customers (making sense, in a non INTUITive way, because I am

> forced to select the jobs as if they were separate customers).

> Any work arounds?