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September 15, 2023
Question

How can I add Invoice Numbers to A/R Aging Reports?

  • September 15, 2023
  • 1 reply
  • 0 views
Is there any way to add invoice numbers to existing reports on A/R aging?  Or create a brand new memorized report?

1 reply

September 15, 2023

Thank you for reaching out to us in the Community, @CLMArlene!

 

I'd be happy to help you with the steps in adding invoice numbers to your existing reports. You can customize your reports in QuickBooks Online (QBO) according to your preferences.

 

Let's go through the steps:

 

  1. Go to the Reports menu.
  2. Find and open the A/R Aging Detail report.
  3. At the top right of the screen, click Customize.
  4. The Customize report interface will show. Under the Row/Columns section, click Change columns.
  5. Enable the invoice numbers by checking the Num box and reorder it by dragging. By default, you can drag it under the transaction type.
  6. Click Run report at the bottom right of the screen.

 

You can now see the invoice number in your A/R Aging Detail Reports. You may also activate additional columns of your choice by utilizing the customization options.

 

Additionally, you may check out this article to learn how to save reports so you can access them easily in the future: Memorize Reports in QBO.

 

If you have any other concerns about running reports, you're always welcome to reply to this post. Have a great day!

CLMArleneAuthor
September 19, 2023

Thank you so much!  Sorry for delay in thanking!

We were with QB desktop and finding some reports that are similar in QBO is challenging sometimes!

 

thanks again!!

September 19, 2023

Hi there, CLMArlene.

I'm happy that my peer was able to help you with your issue. If you need further assistance, let us know in the comments. We'd be happy to help.

Looking forward to see you again in the future.