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DonnaCush
April 22, 2020
Question

Accounts Receivable Aging Report

  • April 22, 2020
  • 2 replies
  • 0 views

Looking for DETAIL of current Accounts Receivable Aging Report that shows INVOICE billed and date, along with ALL subsequent payments and dates of those payments.  The Customer Balance Detail shows all Customers, even those that are paid in full.

2 replies

JoesemM
JoesemM
April 22, 2020

Hello there, @DonnaCush.

 

You'll want to run the Transaction List by Customer report and customized it from there. It will show the dates of your invoice payments in QuickBooks Desktop.

 

Here's how:

 

  1. Go to the Reports tab at the top menu bar.
  2. Select Customers and Receivables.
  3. Choose Transaction List by Customer.
  4. Click the Customize button.
  5. Tap the Display and Filters button for the columns and account type.
  6. Hit the OK button.

Also, if you'll want to see the related payments of your invoices. You'll have to click the invoice in th right side click the Transaction button to see the related transactions.

 

To learn more about running reports in QBDT, you may check this article: Understand reports.

 

If there’s anything else I can help you with, please post a comment below. I’ll be happy to assist you further. Have a good one.

D
DonnaCushAuthor
April 22, 2020

Thank you for your prompt response.  I'm not sure what you mean by "Identify the invoice and specific payments."  I don't see that anywhere on the Customize button.

 

I'm looking to see ONLY the outstanding Accounts Receivable balances with all the transactions listed:  a listing of all the invoices and payments for each Customer. 

 

Thank you.

Donna

M
mv32
April 22, 2020

I appreciate the details a lot, @DonnaCush.

 

You can pull up the A/R Aging Detail report. This report will show you the latest and aging customer balances. If you're looking for a customer's balance within a specific period, make sure to change the date.

 

Here's how:

  1. Go to the Reports menu.
  2. Select Customers & Receivables.
  3. Choose A/R Aging Detail report.

There you can see the list of customers' outstanding balances.

 

Just in case you wanted to customize  any report that you can generate, you can refer to this article: Customize reports in QuickBooks Desktop.

 

Please let me know or tag me (@Jovychris_A) if you need further assistance. I'll keep my notifications open. Stay safe and healthy!

S
sgodlewski
March 11, 2022

I need to create a DETAILED aging by CUSTOMER with the AGING COLUMNS, how do I do this?

Tori B
Tori B
March 11, 2022

Hello, @sgodlewski.

 

Thanks for taking the time to follow along with the thread and sharing your concerns here in the QuickBooks Community. 

 

In QuickBooks Desktop, you can create an Accounts Receivable Aging detail report that includes an aging column. I've included some steps below to generate the report, along with screenshots from a sample company file. 

 

  1. Go to the Reports menu.
  2. Select Customers & Receivables.
  3. Choose A/R Aging Detail report.

 

That should do it. Please let me know if you have any additional questions or concerns. I'm always around to lend a hand. Take care! 

S
sgodlewski
March 11, 2022

Thank you for the response, however, that is not the aging I am looking for.  I am looking for a detailed aging by CUSTOMER like the sample attached.  Thank you

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