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January 9, 2020
Question

Adding Detail to AP Aging Summary Report

  • January 9, 2020
  • 1 reply
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I require a report that gives the same information as the AP Aging Summary, but lists the vendor invoices as well.  AccPac was able to generate this report and my boss would like it used for cheque runs.  We have switched to Quickbooks Enterprise Contractor Edition.  The Aging Detail Report doesn't break down the columns by current, 1-30, 31-60, 61-90, >90.  If anyone has a fix, please let me know.

 

Thank you.

1 reply

January 9, 2020

Hello LottieB,

 

I know it can take some getting used to when you go from one system to another, but don't worry, I'm here to help you figure it out. It's great that you had a report that worked in the other software you were using. I'll go over how QuickBooks Desktop handles these kinds of details.

 

In this case, the A/P Aging Detail report is the one you're going to want to use to make sure you see each transactions as well as their aging details. I see from your question that you're looking for it to have the formatting of the Summary report, where the 1-30 and so on are individual columns, but the detail report can't be formatted that way. The good news is, it still has those same details.

 

Take a look at the screenshot below from a test company file to see where you'll find the aging details on the A/P Aging Detail report.

 

 

You can even customize the report to sort by name, aging, date, and a few other options. You can even rearrange the columns (for instance, I've dragged and dropped the "Name" column to see those details first). Learn about customizing reports here: Customize reports in QuickBooks Desktop

 

There are a few great in-product articles about QuickBooks Desktop's A/P reports, which you can find by following these steps.

 

  1. Click Help and choose QuickBooks Desktop Help (Note: the F1 key is a shortcut).
  2. Click the Help tab on the Have a Question? window.
  3. Select Search.
  4. Enter keywords in the search bar and hit Enter or the arrow button at the end of the bar.

Click on the articles that come up to get more insight into these reports.

 

You're also welcome to leave feedback by going to the Help menu and choosing Send Feedback Online. We love hearing from customers like you and many suggestions are implemented to enhance what the program can do for business owners.

 

I'm here if you have further questions!

LottieBAuthor
January 9, 2020

Thank you, we would prefer to have a combined report. I am using the details one now, which is what prompted my boss to ask for the old style. I will submit feedback in the hopes that this becomes an option in the future.

 

Lottie

January 9, 2020

I hear what you're saying and I appreciate you taking time to submit feedback. Exporting the reports to Excel may give you more options with customizing the data the way your boss would like to see it, but it may take some trial and error. Here's an article about exporting reports from Desktop: Export reports as Excel workbooks in QuickBooks Desktop. Feel free to stop by again if you have more questions!