Adding Detail to AP Aging Summary Report

Hello LottieB,

I know it can take some getting used to when you go from one system to another, but don't worry, I'm here to help you figure it out. It's great that you had a report that worked in the other software you were using. I'll go over how QuickBooks Desktop handles these kinds of details.

In this case, the A/P Aging Detail report is the one you're going to want to use to make sure you see each transactions as well as their aging details. I see from your question that you're looking for it to have the formatting of the Summary report, where the 1-30 and so on are individual columns, but the detail report can't be formatted that way. The good news is, it still has those same details.

Take a look at the screenshot below from a test company file to see where you'll find the aging details on the A/P Aging Detail report.

You can even customize the report to sort by name, aging, date, and a few other options. You can even rearrange the columns (for instance, I've dragged and dropped the "Name" column to see those details first). Learn about customizing reports here: Customize reports in QuickBooks Desktop

There are a few great in-product articles about QuickBooks Desktop's A/P reports, which you can find by following these steps.

1. Click Help and choose QuickBooks Desktop Help (Note: the F1 key is a shortcut).
2. Click the Help tab on the Have a Question? window.
3. Select Search.
4. Enter keywords in the search bar and hit Enter or the arrow button at the end of the bar.

Click on the articles that come up to get more insight into these reports.

You're also welcome to leave feedback by going to the Help menu and choosing Send Feedback Online. We love hearing from customers like you and many suggestions are implemented to enhance what the program can do for business owners.

I'm here if you have further questions!

Thank you, we would prefer to have a combined report. I am using the details one now, which is what prompted my boss to ask for the old style. I will submit feedback in the hopes that this becomes an option in the future.

Lottie

I hear what you're saying and I appreciate you taking time to submit feedback. Exporting the reports to Excel may give you more options with customizing the data the way your boss would like to see it, but it may take some trial and error. Here's an article about exporting reports from Desktop: Export reports as Excel workbooks in QuickBooks Desktop. Feel free to stop by again if you have more questions!

Just curious, did you ever find a work around for this?  We are having the same issue. 

Thank you.

Thanks for checking in on this thread for an update @FBSource. There isn't a workaround for this, but please feel free to submit feedback on this as outlined in Laura's reply above so that our product development team knows what you're looking for in a report. We want to make sure we're providing features that our customers need. I'll pass this on to my team as well. 

We are looking for the same report.  Most other software systems provide aging details with buckets across the top.  It is time-consuming to export to excel and have to use functions to create the report.  We just switched systems and it is not a matter of getting used to it but it is not efficient to have the vendor not grouped

Cindy 

I know this isn't exactly what you're looking for, but it will at least group by customer name.

Create a Custom Transaction Detail report.  Select the columns you want to show, as well as the Aging column.

Choose Transaction Types of Invoice & Credit Memo.

Group by Customer Name.

This will have your aging days next to each transaction.  You can also sort by Aging, either highest to lowest or lowest to highest, but within each customer name.

I think this is the closest you're going to get to what you're looking for in QB Desktop (Enterprise, Pro, Premier, etc.)

Another option is to use the Collections Report, where you have the option of choosing the number of past due days you want to show on the report.  If you want to see everything, then enter 0 days.  Then you will have a report much the same as the custom Transaction Detail report outlined above.

Good luck!

As an addendum to the post above, I should have mentioned that you will also want to filter by a Paid Status of Open. 

:)

Any update on this feature?...would definitely be much more efficient.

Hello Brocsan. Glad to have you connect with us here in this thread. I'd like to make sure I'm on the same page as you here, could you elaborate more about what you're looking to accomplish using QuickBooks? 

Hi JamesM4
please see the first message in this thread from 2020. The detailed AP ageing report is not practical. What the community is looking for is detailed invoices underneath each supplier with the ageing buckets in each column.  So basically take the AP ageing summary report and add the bills in rows under each supplier name.
the way the detailed AP report works today is that it shows the details in blocks of ageing so if you have 3 invoices from a supplier that re aged differently you will see the supplier repeated 3 times with the corresponding invoice Ian different blocks. Not practical when you want to see the whole position of each supplier with the details.