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DanBu
June 8, 2022
Solved

Reports for Accounts Receivable

  • June 8, 2022
  • 2 replies
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Quickbooks Desktop - Is there a Report or Graph that will show A/R balances by date for a range of dates? I am looking for something along these lines:

1/1/24 A/R total 100,000.

1/2/24 A/R total 110,000.

1/3/24 A/R total 90,000.

etc.

Thank you in advance!

Best answer by BigRedConsulting

Yes, you can do this with the Customer Balance Summary report, found at Reports | Customers & Receivables.

 

First run the report, then enter the date range for which you want to see the daily balances. Then at the top of the report pick Day for the Show Columns value.

2 replies

C
Carneil_C
June 8, 2022

I got your back, @DanBu. I'd be glad to provide insights about the Accounts Receivable report you need. 

 

We can run an Accounts Receivable Graph and modify the date according to your needs. I’ll be happy to show you how: 

 

  1. Go to the Reports menu. 
  2. From the Customers and Receivable choose Accounts Receivable Graph.
  3. Click Dates and modify it according to your needed date range. 

 

This graph shows information for a single date range. We can run the A/R Aging Summary report instead. With this, we can modify it by the date range.


Please see this sample screenshot for reference:

 


 

For more details on personalizing your reports, check out these guides here: 

 

 

Moreover, you can also use this article if you want to export and manipulate the report’s data in Excel in QuickBooks Desktop:  Export MS Excel files. 

 

You can always reply or reach out to us again if you need anything else with reports or other QuickBooks-related tasks. We're always here to guide and assist whenever you need help. Have a good one and keep safe!

    BigRedConsulting
    BigRedConsultingAnswer
    June 9, 2022

    Yes, you can do this with the Customer Balance Summary report, found at Reports | Customers & Receivables.

     

    First run the report, then enter the date range for which you want to see the daily balances. Then at the top of the report pick Day for the Show Columns value.

      D
      DanBuAuthor
      June 17, 2022

      Perfect!! Thanks for your help - I really appreciate that I can now pull these numbers by day, week, month, etc!

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