Choose your statement date and the From and To and dates of transactions that you want to show on the statement. Any transactions occurring before your From date will show as a "Balance Forward". It's always a good idea to have your statement date and To date the same. If you want to show each individual transactions, and thus list each by date and amount be sure that the "all open transactions as of statement date" button in UNCHECKED. Choosing this option will only show the open/unpaid balance of the customers invoices and will not show any payment detail.
Just remember the Quickbooks Golden Rule...What you put in is what you get back out. The information generated on your statement is a copy of the individual transactions that you have created.
This material is for informational purposes only and not intended and financial, legal or tax advice. Please consult your finance, legal or tax professional to confirm the accuracy of all information. Quickbooks is a registered product of Intuit.