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miran-hwang
Level 1

Hi, we want to create a customized AR report please help us

 
1 Comment 1
AndréB
Level 7

Hi, we want to create a customized AR report please help us

Hey miran-hwang,

 

One of the most useful features of QuickBooks Online is the powerful report customization options. With a few minutes of setup, you can gain incredible insight into various elements of your finances. These customizations can even be saved, making it easy to use them again. There are several options for customizing A/R reports, so I'm confident we'll find one to suit your needs. 

 

The Accounts receivable aging summary is focused on providing a quick representation of the advanced tracking QuickBooks does behind the scenes. Customization options make it easy to choose the appropriate aging method, so you'll always know how long it takes your customers to pay you. For something with more robust customization choices, the Accounts receivable aging detail is an excellent choice. It's just a few simple steps to get the report you need:

  1. Go to Reports then run the Accounts receivable aging detail.
  2. Click Customize in the top right.
  3. Select the desired Period, Columns, Aging, and Filters.
  4. Click Run report.

With this report, you're all set to make your own A/R report.

 

Let me know how this goes! I'm here for you if you have any other questions.

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