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SMI24
August 8, 2024
Question

A/R Aging Summary

  • August 8, 2024
  • 1 reply
  • 0 views

We recently purchased Quickbooks online and quickly canceled our subscription once we found out it doesn't transfer all information and there's a lot more to it than what Sales had told us (go figure!)

 

We use JobBoss for our ERP. We canceled our QB Online subscription and we're back to desktop.  I ran our A/R Aging summary report before we migrated and it matched with job boss.  Migrated - canceled.  Ran the A/R Summary today and on the Quickbooks Desktop side, it's almost $15000 more than job boss - which would mean I never received payments (but I did). Why is this happening and how do I fix it. I went through all invoices & payments for the customers that aren't matching and everything lines up except the total number for that specific customer and what they owe. I cannot receive the same payments in again because it will throw off accounting (obviously, but that's what customer service recommended)

 

I have called desktop and online customer service, I either get put on hold for a half hour or told it's not in their area of expertise or transferred to someone who can help then end up on hold for another hour. 

1 reply

Clark_B
Clark_B
August 8, 2024

Having issues regarding your A/R Aging Summary report will surely delay your working progress, @SMI24. Let me provide information about why the report amount for the A/R report got doubled and to resolve this.

 

To begin with, when migrating from QBO to QBDT, minor errors may occur when generating reports. You've mentioned that the amount on your A/R Aging Summary report increased by $15,000 in QBDT, which is unusual. I suggest reaching out to our support team to review your account further. It's also possible that the A/R Aging Summary report doubled due to the data migrating as both transactions and Journal Entries (JE). Therefore, it's essential to contact our support team again for a thorough review.

 

While I would like to offer assistance, we're unable to access your account here in the Community space for security reasons. To seek further assistance, you can contact our support team by following these steps:

 

  1. Click the Help menu.
  2. Select QuickBooks Desktop Help/Contact Us.
  3. Enter a brief description of your concern, and select Continue.
  4. Sign in to your Intuit Account, and select continue.
  5. Select chat with us or Have us call you.

 

For reference, you can check this article: Contact QuickBooks Desktop Support.

 

For future reference, you can check this article to help you customize any report that you generate: Customize reports in QBDT.

 

Please keep me informed, @SMI24. Let me know if you have any other questions related to the A/R Aging Summary report. I'm here to assist you in any way that I can.

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