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svgirard
January 4, 2022
Question

Need to filter A/R detail aging by account

  • January 4, 2022
  • 1 reply
  • 0 views
I have several A/R accounts for different types of AR. In Desktop, I was able to filter the AR aging by balance sheet account. Is this possible in QBO? If not, is there a work around

1 reply

Candice C
Candice C
January 4, 2022

Good morning, @svgirard. 

 

Congrats on making your first post here in the Community. I can provide you with some information to help answer your question. 

 

The reports in QuickBooks Online have several filters to choose from. All you need to do is customize the report to your liking. Here's how: 

 

  1. Go to the Reports tab on the left-hand menu bar. 
  2. Locate and run the report you'd like. 
  3. Press the Customize option at the top right of the report. 
  4. Hit Save customization when you're done. 

 

It's that easy. 

 

If  you have any other questions or concerns. don't hesitate to to ask. I'm only a post away. Take care! 

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