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jbirston
April 8, 2020
Question

Start Up - Entering Aged A/R

  • April 8, 2020
  • 1 reply
  • 0 views

Hello 

I have entered several aged A/R invoices and once they are done and go back to my dashboard, the screen says there is nothing outstanding. When I click on the Customers tab, the invoices are there under the account but are not showing a list on the overview page. Can I switch this? (I have added a photo) 

1 reply

A
AndréB12
April 8, 2020

Hey jbirston,

 

I'm happy to see you've been able to add your opening A/R balances. QuickBooks Online includes some powerful tracking for the aging of your receivables, and you've already completed the first step to taking full advantage of this. The invoices widgets you see on your Dashboard and Overview tabs are designed with a focus on the prior 365 days. The best way to see a robust overview of you A/R aging is to run the Accounts receivable aging summary from the Reports tab. 

 

If your aged invoices are within 365 days old, I'd recommend clearing your cache and cookies to make sure you're seeing the most recent data. Otherwise, don't hesitate to reach out to a support agent using one of the options below. They'll be happy to take a closer look at what's going on.

 

Phone and Chat: Click Contact Us to learn how to reach phone and chat support.

Schedule a Callback: click (?)Help in the upper right > click Contact Us > explain your situation > click Let's Talk > choose Get a callback (Note: Callback hours are the same as regular phone hours.)

Social Media: Facebook, Twitter, and Instagram from Monday to Friday between 9 a.m. and 8 p.m. ET

 

I hope this was informative! Let me know if there's anything else I can help you with. 

J
jbirstonAuthor
April 14, 2020

Thank you.

 

They are all within 365 days so they should be showing on my main screen. I cannot find how to clear the cache on my Windows 10 App.

 

Thanks again

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