How can I run an AR report aged using invoice dates, not due dates

regina4 · ‎November 26, 2019

JamesM · ‎November 26, 2019

Hi Regina,

Congrats on your first post in the Community. I'll be happy to show you how to access the report you're looking for.

QuickBooks Online makes it easy to sort your Accounts Receivable information.. The steps below will help you get started:

Running the A/R Aging Detail Report

From QuickBooks Online, navigate to the Reports tab and type Receivable in the search bar.
Select Accounts receivable aging detail from the pane that appears below.
Enter a Report period and Aging periods in the menu at the top and click the gear icon to customize the report
Run report.

I've attached a screenshot for reference:

For more info on editing reports, check out this helpful article from our Community: Customize your reports in QuickBooks Online.

If you still have questions after checking out the report, feel free to reach back to me.

View solution in original post

JamesM · ‎November 26, 2019

Hi Regina,

Congrats on your first post in the Community. I'll be happy to show you how to access the report you're looking for.

QuickBooks Online makes it easy to sort your Accounts Receivable information.. The steps below will help you get started:

Running the A/R Aging Detail Report

From QuickBooks Online, navigate to the Reports tab and type Receivable in the search bar.
Select Accounts receivable aging detail from the pane that appears below.
Enter a Report period and Aging periods in the menu at the top and click the gear icon to customize the report
Run report.

I've attached a screenshot for reference:

For more info on editing reports, check out this helpful article from our Community: Customize your reports in QuickBooks Online.

If you still have questions after checking out the report, feel free to reach back to me.

regina4 · ‎November 27, 2019

Thank you!

DavidHowardUKLtd · ‎June 18, 2020

Hello,

The attached advice just shows how to take out the column which shows the Due date. It does not actually change the aging of the report at all. As per the original query i also want to run the A/R report based on the invoice dates not the due dates.

Please advise

advjon1 · ‎December 30, 2021

I have the same issue i have spent an hour on the phone today to an adviser and she tried everything this is a fundamental report for invoice financing reports.

Surely it isnt that hard for QBO to sort this out?

I am seriously considering moving to a different package as this is fundamental to our factoring agreement with RBS.

Let me know if you were ever able to resolve this or find a workaround.

Johnny

[email address removed]

JamesM4 · ‎December 30, 2021

Hello Johnny. Thanks for chiming in on this thread. I'd like to make sure you get the support you need with this. In order to get to the bottom of this ASAP, I recommend contacting our support team using the details below:

Phone: Call us at 1-855-253-1536 from Monday to Friday between the hours of 9 AM and 8 PM EST.
Schedule a Callback or start a Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.

One of our representatives will be happy to take closer look at your account and assist you further. Feel free to ask other questions. I'm here to help.

Mima1 · ‎February 25, 2022

Have you had answer from QB on how to run a report based on invoice dates ? Please let me know

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How can I run an AR report aged using invoice dates, not due dates