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Run an accounts receivable ageing report in QuickBooks Online

by Intuit• Updated 2 months ago

Learn how to create and customise accounts receivable ageing reports in QuickBooks Online.

Ageing 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 Ageing Summary and the Accounts Receivable Ageing 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 ageing summary report

You can run an A/R Ageing 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 ageing summary.
Customise 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.
Ageing method	To categorise 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 ageing 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 ageing 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 Ageing detail report.

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

Report period	Date (or time range) the report covers.
Ageing method	How to categorise outstanding receivables by days past due. To categorise 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 ageing 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 Customise.
2. In the Rows/Columns section, select the Past Due checkbox. This is optional.
Select Run 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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