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finance235
Level 1

Were do I see class option in the a/p aging report

Were do I see class option in the a/p aging report

2 Comments 2
EduardA
QuickBooks Team

Were do I see class option in the a/p aging report

Hi, @finance235.

 

Currently, the A/P Aging summary and A/P Aging detail reports don't have a way to filter by class. However, you can achieve your goal by running the Transaction Detail by Account report, as you can add the Class column to it and then filter by Transaction Type, A/P paid, and Distribution account. Here's how:

 

  1. Enter Transaction Detail by Account in the report search box.
  2. Add the Class column through the Columns feature. If you don't see it immediately in the available option, go to More Columns and search for it. Optionally, add the Open Balance column.
  3. Make sure to add the Transaction Type and A/P paid columns if you haven't already. Also, set Group by to Distribution account.
  4. Filter your data using the Filter feature:
  • Transaction Type (Tip: get the transaction types you see in the A/P Aging report and use them to refine your filters.)
  • A/P paid = Unpaid
  • Distribution account = Accounts Payable

 

Once done, compare the Amount from the Transaction Detail by Account report with the Total or Amount from the A/P Aging report; they should match. Lastly, be sure to align the Report period on both reports for the best results.

 

If you have any other concerns, feel free to reply in the thread.

FateCandylaneT
QuickBooks Team

Were do I see class option in the a/p aging report

Hi, finance235.
 
I just wanted to follow up to check if the solutions we provided helped resolve your issue. Please let us know if everything is now working as expected or if you’re still experiencing any problems.
 
We’ll be glad to assist further if needed.
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