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Level 1

How do you run an accounts receivable aging report by customer AND revenue stream? We need to be able to split up the aging by receivable type, not just by customer.

 
4 Comments
QuickBooks Team

How do you run an accounts receivable aging report by customer AND revenue stream? We need to be able to split up the aging by receivable type, not just by customer.

Hi there, usersbakst.

 

Welcome to QuickBooks Community and thank you for posting your concern here in our forum.

 

Currently, there's no option to run accounts receivable aging reports by revenue stream. You can only customize the report by customers. There's also no way to split up the aging by receivable type. Meanwhile, you can export the said report to Excel so you're able to make any changes from there.

 

Here's how:

 

  1. Select Reports at the left menu.
  2. Search for and select the report you want to export.
  3. At the top of the report, click the Export icon. Then, select Export to Excel.
  4. Save the file somewhere you can easily find it, like your Downloads folder or your desktop.

 

Please note if you’re missing data when you open the report in Excel, the file's in protected view. In Excel, you’ll need to select Enable Editing to view the full report.

 

You also have the option to see your revenue streams in QuickBooks Online. Please click this article to see additional information: Compare revenue streams in QuickBooks Online Advanced.

 

 

Please refer to this article to check which information you'll see  when you run the A/R Aging report: Run an accounts receivable aging report.

 

Please know you're always welcome to post if you have any concerns with QuickBooks. I'm always here to help.

Level 1

How do you run an accounts receivable aging report by customer AND revenue stream? We need to be able to split up the aging by receivable type, not just by customer.

 
Level 1

How do you run an accounts receivable aging report by customer AND revenue stream? We need to be able to split up the aging by receivable type, not just by customer.

Thank you, ChristieAnn for your prompt response! Though the short answer I'm hearing is no, is there a creative way of being able to use the A/R Aging so that it generates by receivable type if you had to figure out a way at all cost? For example, what if we create two iterations of the same customer in A/R for the two different revenue streams? For example, Customer #1 (Revenue #1), Customer #1 (Revenue #2)? What about tagging? I'm still very new to QBO, so just thinking out loud. Thank you for your time!

QuickBooks Team
QuickBooks Team

How do you run an accounts receivable aging report by customer AND revenue stream? We need to be able to split up the aging by receivable type, not just by customer.

Thanks for coming back. We always strive to provide the best experience with the product, usersbakst.

 

I know how beneficial it is to your business to create two iterations of the same customer in the A/R Aging Detail Report. However, this option is unavailable in QuickBooks Online (QBO). We can only customize the report to customers and export it to Excel to add the two different revenue streams. To learn more about creating and customizing accounts receivable aging reports, see the Run an accounts receivable aging report article.

 

You can also run the Profit and Loss report and customize it to Income account and Customers. Then, export the report to Excel to combine it with the A/R report.  Feel free to visit our Reports page for more insight about running and managing reports in QBO.

 

You can visit these blogs for any upcoming QuickBooks updates and enhancements:

I'd like to know how things going after doing the steps, as I want to ensure this is resolved for you. Just reply to this post and I'll get back to you. You have a good one.

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