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Run an accounts receivable aging report

SOLVEDby QuickBooksQuickBooks Online19Updated November 26, 2021

Learn how to create and customize accounts receivable aging reports in QuickBooks Online.

Aging 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 aging summary report

You can run an A/R Aging summary report to see the total outstanding balances and how long they’re past due.

  1. Go to Business overview and select Reports (Take me there).
  2. In the Who owes you section, select Accounts receivable aging summary.
  3. Customize the report as needed:
Report periodDate (or time range) the report covers.
Show non-zero or active onlyWhat to do with rows and columns with zero amounts.
Aging methodHow to categorize 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 aging periodNumber of days per period (30 days: 30, 60, 90 days).
 Number of periodsTotal number of aging periods (4 periods: 1-30 days, 31-60, 61-90, 91 and Over)
  1. Select Run report.

Accounts receivable aging 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 Aging detail report.

  1. Go to Business overview and select Reports (Take me there).
  2. In the Who owes you section, select Accounts receivable aging detail.
  3. Customize the report as needed.
Report periodDate (or time range) the report covers.
Aging methodHow to categorize 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 aging periodNumber of days per period (30 days: 30, 60, 90 days).
Number of periodsTotal number of aging periods (4 periods: 1-30 days, 31-60, 61-90, 91 and Over).
Min. Days Past DueShow balances beyond the set past due days.
  1. If you want to see how long each transaction is past due:
    1. Select Customize.
    2. In the Rows/Columns section, select the Past Due checkbox. This is optional.
  2. Select Run report.
  1. To see the Outstanding Tax Amount column in your report:
    1. Select the Gear icon.
    2. Then, select the Outstanding Tax Amount 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.

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