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finance-bonganit
August 11, 2020
Question

Can the accounts reveiable age analysis report run according to invoice dates and not the invoice due dates?

  • August 11, 2020
  • 1 reply
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1 reply

Rose-A
Rose-A
August 11, 2020

Helping you run the Accounts receivable ageing report according to invoice dates is my priority, finance-bonganit.

 

To answer you're question, yes, you can run the reports according to the invoice dates and not their due dates. To do this, you'll need to customise the report.

 

Here's how:

 

  1. Click Reports in the left panel and search for the Account receivable ageing detail report. Click to open the report.



  2. On the report screen, click Customise.



  3. Go to Rows/Columns. Select the Date and drag it to the top.



  4. Hit Run report.
  5. The Date column on your report is based on your invoice dates and you have a separate column for the Due Date.

To get more ideas on how to customise and utilise your reports in QuickBooks Online, you can visit the following article: Customise reports in QuickBooks Online. Also, this will provide you a link on how to manage and share your custom reports.

 

If I can be of help while working in QuickBooks, feel free to let me know by adding a comment below. Have a great rest of your day!

F
finance-bonganitAuthor
August 11, 2020

Thank you so much for the reply, but what I am asking is that the invoices age per the invoice date and not the due dates. For example a May invoice would fall under 90 days if you run the report today, but currently a 90 day term invoice fall under current instead?

BettyJaneB
BettyJaneB
August 11, 2020

Glad to have you back here in the Community, @finance-bonganit.

 

I'm here to provide clarifications regarding pulling up a report that contains the invoice age as per the date it was created.

 

At this time, the system only displays the date when the invoice was created and its due date. Being able to run a report that shows their aging date from the day they're generated isn't available.

 

If you want to see how many days are left before the invoice's due date, you can always visit the Status section of your invoice list from the Sales tab.

 

I can see the convenience of having this feature to you and your business. Know that our developers are always finding and considering new ways to improve the product. 

 

To stay in the loop with our latest news and updates, I encourage you to visit our QuickBooks Online Blog site regularly. 

 

I'm also adding here a link that provides information about the different types of reports that you can pull up in QuickBooks Online: Reports included in your QuickBooks Online subscription.

 

I'll be right here to help if you have any other questions. I'll make sure you're all set. Have a good one!

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