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S
shortcut1
March 1, 2023
Question

AR Aging report help

  • March 1, 2023
  • 1 reply
  • 0 views

Hello,

I'm trying to use the AR Aging Summary report, but when I drill down on a Customer to see the individual AR Detail Summary .... I want to change the settings on this report.  So, I have CUSTOMIZED the AR Detail report, but every time I drill down from the AR SUMMARY report the setting go back to default.

How do I choose to have that Customized report again?   I don't want to have to constantly select the changes each time.

I need to work from the SUMMARY list, and drill down into DETAIL report for individual companies.

 

 

1 reply

T
Trish_TQuickBooks Team
QuickBooks Team
March 1, 2023

Hi shortcut1,

 

Having the ability to save your customized reports in QuickBooks Online is a valuable feature.  I'd be glad to provide some insight here!

 

In addition to the customization options available for your reports, you'll also be able to memorize them by selecting the Save Customization button, located in the top right of your report.  This will also provide you with additional options such as adding it to a Group, plus you can choose to Share it with others.

 

If you have any other questions, feel free to reach out again.  We're always happy to help!

S
shortcut1Author
March 1, 2023

I don't think that's what I'm asking....

 

I already saved the Cusotmization, but I want to be able to see that when I drill down from AR Summary..... it doesn't keep that setting.

 

What is the difference between Customizing and memorizing??

T
Trish_TQuickBooks Team
QuickBooks Team
March 1, 2023

Hi shortcut1,

 

Thanks for getting back to me.  Customizing a report enables you to select the areas that matter most.  Providing all the information you need at a glance.  Memorizing a report, saves your customization options, so you don't have to go through the filter process again.  If you have QuickBooks Online Accountant, you can set a default date range, so all your reports are set to the desired date range.  This feature can be located in the Accountant tools, then Report options.

 

Should you continue to experience the same behavior, I feel you'd benefit from contacting our Customer Care team outside of Community.  They'll have the ability to work with you directly and escalate the behavior to our Development Team as necessary.

 

I hope you find this to be helpful.  We're here for you, if you have other questions or concerns!

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