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Get your Ageing Reports to match in QuickBooks Online

by Intuit Updated 1 month ago

If your Balance Sheet, Trial Balance, and Accounts Receivable Ageing Reports don’t match up, it’s usually because the Ageing Report defaults to Current.

Change the ageing method to report the date

  1. Open the A/R Ageing report.
  2. Select Customise.
  3. Select Ageing.
  4. Under Ageing Method, choose Report Date.
  5. Select Run report.

After finishing this process, your report will balance to the Balance Sheet/Trial Balance.

Tip: Be sure that the Balance Sheet / Trial Balance is run using Accrual as the reporting method.

Need more help?

If you're still having problems, consider the following items:

  • If a bill has been paid today it won’t show.
  • Make sure the date range on the reports match.
  • Be sure you're comparing the correct numbers.
  • On your A/R Ageing report you want to match the Open Balance to your Balance Sheet / Trial Balance amount for Accounts Receivable.
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