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Run Accounts Receivable Ageing reports QuickBooks

by Intuit•2• Updated a day ago

Learn how to create and customise accounts receivable ageing reports in QuickBooks Online. These reports help you track customer balances, overdue payments, and manage cash flow effectively.


About the reports

Accounts receivable ageing reports show your customers’ outstanding balances and how long invoices have been overdue. QuickBooks Online provides two types:

  • Accounts Receivable Ageing Summary – Gives a high-level overview of totals per customer and ageing period.
  • Accounts Receivable Ageing Detail – Lists individual transactions and how long each is overdue.

Use these reports to monitor cash flow, identify slow-paying customers, and prioritise collections. Some reports may look different depending on whether you are using the classic view or the new enhanced experience.


Run the reports

This report shows total outstanding balances and how long they’re past due. Use it for a quick overview of receivables.

  1. Follow this link to complete the steps in product. Open this link in a new window
  2. Search for the Accounts receivable ageing summary report.
  3. Customise the report as needed:
  4. Report period: Select the date or range the report covers.
  5. Show non-zero or active only:
    • Active to hide empty rows or columns.
    • Non-zero to hide totals that are zero.
    • All to show all rows or columns.
  6. Ageing method: Choose how to categorise receivables by days past due:
    • Current: Based on today’s date.
    • Report date: Based on a specific date.
  7. Days per ageing period: Assign the number of days per period (commonly 30-day intervals: 30, 60, 90).
  8. Number of periods: Four standard periods: 1–30, 31–60, 61–90, 91 and over.
  9. Select Run report.

This report shows individual customer balances and how long each transaction is overdue. Use it for a detailed view of receivables.

  1. Follow this link to complete the steps in product. Open this link in a new window
  2. Search for the Accounts receivable ageing detail report.
  3. Customise the report:
    • Report period: Select the date or range the report covers.
    • Ageing method: Choose Current or Report date to categorise by days past due.
    • Days per ageing period: Usually 30-day intervals (30, 60, 90).
    • Number of periods: Four standard periods: 1–30, 31–60, 61–90, 91 and over.
    • Min. Days Past Due: Show balances beyond the specified overdue days.

To see how long each transaction is past due:

  1. Select Customise.
  2. In Rows/Columns, select the Past Due checkbox.
  3. Select Run report.
  1. Select the Gear icon.
  2. Select the Outstanding VAT checkbox to add the column.

What's next?

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