Learn how to create and customise accounts receivable ageing reports in QuickBooks Online.
Ageing reports give you an overview of your customers' outstanding balances, who are falling behind their payments, how much are still due, and how long they’re past due.
We'll show you how to run these reports.
Accounts receivable ageing summary report
You can run an A/R Ageing summary report to see the total outstanding balances and how long they’re past due.
- Go to Business overview and select Reports (Take me there).
- In the Who owes you section, select Accounts receivable ageing summary.
- Customise the report as needed:
| Report period | Date (or time range) the report covers. |
| Show non-zero or active only | What to do with rows and columns with zero amounts. |
| Ageing method | How to categorise outstanding receivables by days past due. - Current. Based on today’s date (current status). - Report date. Based on the report date (status on a specific date). |
| Days per ageing period | Number of days per period (30 days: 30, 60, 90 days). |
| Number of periods | Total number of ageing periods (4 periods: 1-30 days, 31-60, 61-90, 91 and Over) |
- Select Run report.
Accounts receivable ageing detail report
If you want to see which customers have past due balances and how long each transaction is past due, you can run an A/R Ageing detail report.
- Go to Business overview and select Reports (Take me there).
- In the Who owes you section, select Accounts receivable ageing detail.
- Customise the report as needed.
| Report period | Date (or time range) the report covers. |
| Ageing method | How to categorise outstanding receivables by days past due. - Current. Based on today’s date (current status). - Report date. Based on the report date (status on a specific date). |
| Days per ageing period | Number of days per period (30 days: 30, 60, 90 days). |
| Number of periods | Total number of ageing periods (4 periods: 1-30 days, 31-60, 61-90, 91 and Over). |
| Min. Days Past Due | Show balances beyond the set past due days. |
- If you want to see how long each transaction is past due:
- Select Customise.
- In the Rows/Columns section, select the Past Due checkbox. This is optional.
- Select Run report.
- To see the Outstanding GST column in your report:
- Select the Gear icon.
- Then, select the Outstanding GST checkbox to add the column to your report.
Write off bad debts
If you have uncollectible balances, you might consider them as bad debts. Learn how you can write them off.