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February 26, 2021
Question

Good day How do you run finance charges on overdue customers in QBO?

  • February 26, 2021
  • 1 reply
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1 reply

Adrian_A
February 26, 2021

Good day, irene18.

 

We can open the Accounts receivable ageing detail report to have a list of the unpaid transactions. Let me guide you with these steps:

 

  1. Click the Reports tab.
  2. Enter and select Accounts receivable ageing detail.
  3. Click the Customise button.
  4. Click the Ageing drop-down.
  5. Select Report date.
  6. Enter the Days per ageing period, Number of periods, and Min. Days Past Due.
  7. Click the Filter drop-down.
  8. Tick Customer and then select Select All.
  9. Click Run report.

 

Also, if you want to export the report to Excel, you can  check this reference: Export your reports to Excel from QuickBooks Online.

 

That should do it, irene18.I'll be around if there's anything that I can help. Keep safe!