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Run an accounts receivable aging report in QuickBooks Online

by Intuit•2• Updated 2 months ago

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 is still due, and how long they’re past due.

There are two reports available: the Accounts Receivable Aging Summary and the Accounts Receivable Aging Detail report. We will guide you on when and how to use each of them.

Some of your reports will look different depending on whether they're in the classic view or new enhanced experience. Learn more about the new enhanced experience.

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.

Go to Reports (Take me there).
In the Who owes you section, select Accounts receivable aging summary.
Customize the report as needed:

Report period	Date (or time range) the report covers.
Show non-zero or active only	Select Active to hide empty rows or columns. Select Non-zero to also hide ones where the total is zero. Select All to show all rows or columns.
Aging method	To categorize outstanding receivables by days past due, you can use two methods: - Current (based on today’s date). - Report date (based on a specific date).
Days per aging period	The number of days assigned to each specific period. Typically, these periods are defined as 30 days each, such as 30 days, 60 days and 90 days.
Number of periods	There are four periods: 1-30 days, 31-60 days, 61-90 days, and 91 and Over.

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.

Go to Reports (Take me there).
In the Who owes you section, select Accounts receivable aging detail.
Customize the report as needed.

Report period	Date (or time range) the report covers.
Aging method	How to categorize outstanding receivables by days past due. To categorize outstanding receivables by days past due, you can use two methods: - Current (based on today’s date). - Report date (based on a specific date).
Days per aging period	The number of days assigned to each specific period. Typically, these periods are defined as 30 days each, such as 30 days, 60 days and 90 days.
Number of periods	There are four periods: 1-30 days, 31-60 days, 61-90 days, and 91 and Over.
Min. Days Past Due	Show balances beyond the set past due days.

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.
Select Run report.

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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