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How to get your Aging Reports to match

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

How do I change the aging method to report the date?

  1. Open the A/R Aging report.
  2. Select Customize.
  3. Select Aging.
  4. Under Aging 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 Aging report you want to match the Open Balance to your Balance Sheet / Trial Balance amount for Accounts Receivable.

Now your aging reports match up.

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