How do I record retention sitting on my AR report?

Hello harrishoisting!

I'd like to share my answer to a similar question from a different customer. Please check it out through this link: https://intuit.me/3ocuo9M.

If you can notice the asker is from the UK, but the steps can also be applied to US accounts. The same principle applies.

Comment below if you want to ask some questions about the steps. Have a good one!