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UWSCCFin
November 28, 2023
Question

Adding Customer Type to an AR Aging Report

  • November 28, 2023
  • 1 reply
  • 0 views

I am trying to add Customer Type to the AR Summary and Detail Report, so I can sort by Customer Type.  Is there a way to add that field to the reports?

I did get a reply from QB saying the AR Reports cannot have this added.  They suggested I run a Customer Contact Report and add the Customer Type into the report display fields.  I do see how that can be done. 

I was hoping there was a way to get the report without having to run 2 reports and combine them.

1 reply

S
ShyMae
November 28, 2023

I see the advantage of adding customer types in the A/R aging summary and detail report, UWSCCFin. 

 

Currently, the customer type won't show as a column in the A/R aging report. There are specific report sources and targets in QuickBooks Desktop. 

 

As a workaround, you can export your A/R aging and the contact list reports wherein the customer type is visible. You can combine both or make some necessary adjustments depending on your needs. 

 

Another option is adding the custom fields for each customer and adding them as a column in the report. 

 

  1. Click Customer, then select Customer Center.
  2. Double-click any profile on the list to open and edit it.
  3. Click the Additional Info tab, then select Define Fields.
  4. Type in Customer type in the Label column.
  5. In the Use for column, select the checkbox to add the custom name field to customer, vendor, or employee profiles. 
  6. Click OK. 
     

 

To add this as a column in the report: 

 

  1. Go to Reports, then click Customer & Receivables.
  2. Click A/R Aging Detail, and click Customize Report. 
  3. Select the Filters tab and enter Customer type in the COLUMNS search bar. 
  4. From the Sort by column, select Customer type.
  5. Once done, tap OK. 

 

Furthermore, when you customize your reports in QuickBooks Desktop, you can memorize them. This feature saves you time from doing the customization process again. 

 

Just click reply button below if you require further assistance and clarifications regarding your A/R Aging Report. I'm always willing to help you. 

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