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lctraining bookkeeping1
Level 1

How do you change the dating system for AR aging summary to use the invoice date not the due date

 
1 Comment 1
JamesM
QuickBooks Team

How do you change the dating system for AR aging summary to use the invoice date not the due date

Hi delete1,

 

Being able to customize a report is one of the awesome features offered in QuickBooks. I'll be happy to steer you in the right direction with viewing the info you'd like to work with. 

 

Based on what you've described, I recommend running the AR aging detail report vs the AR aging summary. The reason is that, the detail report provides more information and you have more customization options. I encourage you to follow the steps below in order to view the invoice date and not the due date:

 

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

Here's a screenshot for visual reference:

 

 

 

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

 

Let me know if this info helps by marking it as an accepted solution. Otherwise, you're more than welcome to get back to me in the comments below. I'll be happy to steer you in the right direction. 

 

In case I don't hear back from you, I wish you prosperity with your Q4! :)

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