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November 26, 2024
Question

Account Receivable Report by Services

  • November 26, 2024
  • 1 reply
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Hi there!  We have different types of services, which we have divided into sub accounts. We can see the breakdown of services on the Sales by Product|Service report, but not on the A/R Aging Summary Report. Is there a report that shows receivables by service?

1 reply

November 26, 2024

It sounds like you need a report that can provide details on receivables broken down by services, IDmi. Let me offer an alternative way to achieve this.

 

Although the A/R Aging Summary report doesn’t show receivables by service, you can customize the Sales by Product/Services Detail Report, manually pick the service items, filter it to  A/R Paid, and choose Unpaid to achieve your goal. Let me walk you through the steps:

 

  1. From the Sales by Product/Service Detail Report window, click Customize.
  2. Click on Filter.
  3. Put a checkmark for A/R Paid and select Unpaid.
  4. Select the service items.
  5. Hit Run report.

 

Check out this article to learn more about personalizing your reports to show specific data that matters to you the most: Customize reports in QuickBooks Online.

 

After customizing your report, you can click on the Save customization button. This will memorize the settings you've chosen. For a detailed guide on this process, read this article: Memorize reports in QuickBooks Online.

 

I'll be on the lookout for your response if you have further questions about generating reports or other questions, IDmi, and will address them promptly.