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How the dates work on statements

When you create statements:

For a balance forward statement type, the statement period dates are automatically calculated based on the last statement creation for the company file. You can change the ending date manually if necessary. When you Preview or Print the statement, the Statement Date field is updated to the ending date that you entered.

For statements with open transactions, the Statement Date field is automatically calculated based on the previous statement date for this customer. You must also decide whether to include past due transactions based on the number of days you enter.

When you print statements, QuickBooks:

  • Enters the statement date in the Billed Date field of the customer register for each item on the statement.

  • Calculates when the payment is due on the basis of the terms for that customer, and fills in the Due Date field of the customer register with the appropriate due date.

For both types of statements, QuickBooks updates the due date on statement charges if the field is blank. This preserves aging information on statement charges.

See also

KB ID# H_STMT_DATE_OV
9/26/2016 5:06:37 AM
QYPPRDQBKSWS08 9138 Pro 2017 612a93