Skip to main content
M
mickeyxxx
December 21, 2022
Question

Customize Detail to AP Aging Summary Report

  • December 21, 2022
  • 1 reply
  • 0 views

Hi,

 

I was wondering if there was a way to export the data for AP Aging Summary.

I want to export the AP Aging Detailed Info Including The Sales Tax information.

The only way it to get the sales tax information seems is by clicking into it.

And that's gonna take a while....

 

Is there a way to customize the AP Aging Detailed Summary Report that includes the Sales Tax type

Many thanks,

 

Michelle

 

1 reply

T
Trish_T
December 22, 2022

Hi mickeyxxx,

 

Welcome to Community!  QuickBooks Online has a dynamic list of reports that you can customize to your specific needs.  I'd be glad to assist!

 

Although there isn't a  way to customize the A/P Aging Summary report to include the sales tax, here's how to to include the sales tax in your A/P Aging Detail report;

 

1. Open Reports from the left menu and then enter A/P Aging Detail in the search field

2. Select your Report period

3. Click on the small ⚙ in the top right of the report

4. Open the Filter section

5. Checkmark the box for Outstanding Tax amount

6. Hit the Export icon and Export to Excel

 

If you require additional assistance, please don't hesitate to contact us.

 

Schedule a Callback or start a Chat: click (?) Help in the upper right in QuickBooks Online > enter "Contact support" > hit Contact Us > provide a brief summary of your situation > hit Let's Talk > choose Get a callback or Start a Chat.
Social Media: Facebook, Twitter, and Instagram.
Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

 

Feel free to reach back out if other questions come to mind.  We'd be happy to help!
 

Terms & ConditionsAccessibility statement