You've come to the right spot for assistance with reporting, Cjentzsch! I'm here to help you generate a comprehensive accounts receivable aging report by customer in QuickBooks Online.
While QuickBooks Online (QBO) doesn't have a dedicated report named "accounts receivable aging by customer," we can easily create one using the Accounts Receivable Aging Summary report. This report provides a detailed breakdown of your accounts receivable, organized by customer name, and categorizes the total amount owed into selected aging buckets.
For detailed steps, here's how:
- Go to Reports in the left menu
- Search for and select Accounts Receivable Aging Summary report.
- Click Customize at the top right.
- In the Filter dropdown, choose if you want to specify the customer.
- In the Aging dropdown, set aging to your desired aging buckets.
- Under Columns, uncheck any other columns you don't need
- Click Run Report.
I've included screenshots for visual reference:
You can also export this report from QuickBooks Online to Excel for further analysis or sharing with your team. This feature allows you to manipulate the data as needed, create additional charts, or perform deeper financial analysis.
Moreover, I'll share these articles that will guide you in balancing your account and personalizing your reports in QuickBooks Online:
The Community Team is always ready to respond and assist if you have questions or concerns about generating a report in QBO or have any other queries related to the program. We encourage you to utilize the Reply button for any queries. Keep safe.