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Run an accounts receivable ageing report

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

We’ll show you how to run these reports.

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.

  1. Select Reports from the left menu.
  2. In the Who owes you section, select Accounts receivable ageing summary.
  3. Customise the report as needed:
Report periodDate (or time range) the report covers.
Show non-zero or active onlyWhat to do with rows and columns with zero amounts.
Ageing methodHow to categorise outstanding receivables by days past due.
- Current. Based on today’s date (current status).
- Report date. Based on the report date (status on a specific date).
Days per ageing periodNumber of days per period (30 days: 30, 60, 90 days).
 Number of periodsTotal number of ageing periods (4 periods: 1-30 days, 31-60, 61-90, 91 and Over)
  1. 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.

  1. Select Reports from the left menu.
  2. In the Who owes you section, select Accounts receivable ageing detail.
  3. Customise the report as needed.
Report periodDate (or time range) the report covers.
Show non-zero or active onlyWhat to do with rows and columns with zero amounts.
Ageing methodHow to categorise outstanding receivables by days past due.
- Current. Based on today’s date (current status).
- Report date. Based on the report date (status on a specific date).
Days per ageing periodNumber of days per period (30 days: 30, 60, 90 days).
Number of periodsTotal number of ageing periods (4 periods: 1-30 days, 31-60, 61-90, 91 and Over).
Min. Days Past DueShow balances beyond the set past due days.
  1. 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.
  2. Select Run report.
  1. To see the Outstanding Tax Amount column in the Accounts receivable ageing detail and Accounts payable ageing detail reports in QuickBooks, select the Gear icon at the top right corner of the report. Then, select the Outstanding VAT checkbox 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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