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annjoep11
Aug 8, 2024 2:26 PM UTC
Solved

Accounts Receivable Aging - current column

In Quickbooks online, is there a report where the current column in the accounts receivable aging can be broken down for weekly cash forecasting?  

 

 

Candice C
Candice CAnswer
Aug 8, 2024 5:26 PM UTC

Good afternoon, @annjoep11. 

 

I appreciate you coming to the Community with your question about Accounts Receivable Aging report and the current column. 

 

I can see how beneficial this could be for your business. However, you'll need to submit feedback to our Product Developers so they can consider adding a feature like this in the near future. Here's how: 

 

  1. Go to the Gear icon in the top right-hand corner. 
  2. Press the Feedback option. 
  3. Enter your suggestions. 
  4. Tap Next to submit them. 

 

Feel free to reply back if you have any other questions. Have a wonderful day!

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5 replies

Candice C
Candice CAnswer
Aug 8, 2024 5:26 PM UTC

Good afternoon, @annjoep11. 

 

I appreciate you coming to the Community with your question about Accounts Receivable Aging report and the current column. 

 

I can see how beneficial this could be for your business. However, you'll need to submit feedback to our Product Developers so they can consider adding a feature like this in the near future. Here's how: 

 

  1. Go to the Gear icon in the top right-hand corner. 
  2. Press the Feedback option. 
  3. Enter your suggestions. 
  4. Tap Next to submit them. 

 

Feel free to reply back if you have any other questions. Have a wonderful day!

Rainflurry
Rainflurry
Aug 8, 2024 6:46 PM UTC

@annjoep11 

 

You can run an A/R Aging Detail Report.  That report shows the due date of all current invoices.  

annjoep11Author
Aug 12, 2024 1:35 PM UTC

I want to age the current column.  I can get the detail.  I want to know if the cash is coming in next week or 60 days from now

 

CharleneMaeF
Aug 12, 2024 3:17 PM UTC

The ability to forecast cash inflow for the upcoming week or 60 days is a valuable enhancement to the A/R Aging Detail report, Ann.

 

Customizing the Current column of the A/R Aging Detail report is unavailable in QuickBooks Online (QBO). The report is intended to display overdue invoices rather than forecast cash flow from outstanding invoices.

 

Rest assured that the Product Development Team is continuously improving the program. They're constantly introducing updates and improvements to cater to the diverse business needs of all users.

 

While this isn't possible, I suggest utilizing the Planner tool in QBO. It allows you to view projected cash flow for the future. For the detailed steps on how this feature works, please see this article: Cash flow planner in QuickBooks Online.

 

Alternatively, you can manually open the invoice under the Current section to view if the cash is coming in next week or 60 days from now. Otherwise, add the Terms column in the A/R Aging Detail report. Then, manually calculate the number of days before the expected payment.

 

I also encourage submitting a feature request to share your ideas about enhancing the reports in QBO:

 

  1. Go to the Gear icon and select Feedback.
  2. Type in your suggestions about being able to know in the report if the cash is coming in next week or 60 days from now.
  3. Then, submit your request.

 

Additionally, I've added this article to help you gently remind customers about invoice due dates to ensure they can pay you on time: Send invoice reminders automatically or manually in QuickBooks Online.

 

I'm always ready to help if you still have other questions about personalizing reports and recording invoice payments. You can reply to this thread or start a new one to let me know.

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