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Dglassman8
Level 1

A/R Aging Summary report, sort by customer type

In the A/R Aging Summary report, how do I sort customers by Customer Type?

1 Comment 1
JenoP
Moderator

A/R Aging Summary report, sort by customer type

Good day, Dglassman8.

 

We're unable to sort the A/R Aging Summary report by customer type. Although, you can add a filter so the report will only show a specific customer type. 

 

Here's how:

 

  1. Click Filters in the upper-right hand corner of the report.
  2. Check the box for Customer Type.
  3. Click the drop-down list for Customer Type and select a type.
  4. Click Apply.

Once done, go back to the Filter section and select the next customer types. Follow the same steps for the rest of them.

 

Add a reply below if you have follow-up questions when running reports in QuickBooks Online.

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