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September 16, 2022
Question

Is there a report that will list only 30 day terms customers.The terms report I've found is listing every customer card and showing the different terms options

  • September 16, 2022
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1 reply

September 16, 2022

Hi jasoncelg-gmail-

 

You can run the Transaction List by Customer or the A/R Ageing Detail report in QuickBooks Online if you want to check the 30-day term customers you have. Here's how:

 

  1. Click on the Reports tab.
  2. On the search box, type in Transaction List by Customer.
  3. Click on Customise button.
  4. Select a Report period, under Rows/Columns click Change columns, and select Terms.
  5. Under Filter, click on Terms and select the 30 days.
  6. Click on Run report.
  7. You can always keep on customizing the report to add rows/columns and filters.

Repeat the same steps if you want to check the A/R Ageing Detail Report too.

 

You can also check this link to learn more about how to Customise reports in QuickBooks Online.

 

Feel free to reply on this thread if you have more questions about QuickBooks Online.