Learn how to create and customize accounts receivable aging reports in QuickBooks Online.
Aging reports give you an overview of your customers' outstanding balances, who are falling behind their payments, how much are still due, and how long they’re past due.
We'll show you how to run these reports.
Accounts receivable aging summary report
You can run an A/R Aging summary report to see the total outstanding balances and how long they’re past due.
- Go to Business overview and select Reports (Take me there).
- In the Who owes you section, select Accounts receivable aging summary.
- Customize the report as needed:
| Report period | Date (or time range) the report covers. |
| Show non-zero or active only | What to do with rows and columns with zero amounts. |
| Aging method | How to categorize outstanding receivables by days past due. - Current. Based on today’s date (current status). - Report date. Based on the report date (status on a specific date). |
| Days per aging period | Number of days per period (30 days: 30, 60, 90 days). |
| Number of periods | Total number of aging periods (For example, 2 periods: 1-30 days, 31 and Over). |
- Select Run report.
Accounts receivable aging detail report
If you want to see which customers have past due balances and how long each transaction is past due, you can run an A/R Aging detail report.
- Go to Business overview and select Reports (Take me there).
- In the Who owes you section, select Accounts receivable aging detail.
- Customize the report as needed.
| Report period | Date (or time range) the report covers. |
| Aging method | How to categorize outstanding receivables by days past due. - Current. Based on today’s date (current status). - Report date. Based on the report date (status on a specific date). |
| Days per aging period | Number of days per period (30 days: 30, 60, 90 days). |
| Number of periods | Total number of aging periods (2 periods: 1-30 days, 31 or more days). |
| Min. Days Past Due | Show balances beyond the set past due days |
- Select Run report.
Write off bad debts
If you have uncollectible balances, you might consider them as bad debts. Learn how you can write them off.