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CAROLYNSHHI
Level 1

A/R AGING SUMMARY

Recently my a/r againg summary is including inactive customers.  according to QB help the only way to only have active customers on this list is to hand pick from names under the customize filters.  Is this correct?  I thought there was a customize option to pick active, inactive or all..

2 Comments 2
AlcaeusF
Moderator

A/R AGING SUMMARY

Hi @CAROLYNSHHI,

 

Welcome to the Community. Let me share some clarification about the AR report in QuickBooks.

 

When you run the A/R Aging Summary report, it defaults to show all customers including those who are inactive. Currently, the option to choose only active customers is unavailable.

 

For now, you'll need to hand pick each one of the names you want to reflect in the report. In case you need the steps, here's how:

 

  1. Click the Reports tab at the top menu bar.
  2. Hover your cursor to Customers & Receivables.
  3. Select A/R Aging Summary.
  4. Press Customize Report.
  5. Go to the Filters tab.
  6. Click Name under Current Filter Choices.
  7. Select the drop-down arrow under Name.
  8. Choose Multiple Names
  9. Select the customers you want to show.
  10. Hit OK

 

If you need a report of your active and inactive customers, you can go to the Customer Center section. This way, you'll be able to export the list to Excel and view all of them.

 

Please follow these steps:

 

  1. Click the Customers tab at the top menu bar.
  2. Select Customer Center.
  3. Go to the Customers & Jobs tab.
  4. Choose All Customers.
  5. Press the Excel drop-down.
  6. Hit Export Customer List
  7. View the Excel file.

 

I appreciate your input on this feature. We always update the features in QuickBooks Desktop, and this preference might be added in the future. As we assess this, I suggest you visit our New Features section by clicking the Help menu at the top menu bar.

 

For additional reference, you can use the following article to learn how to get the latest version of the report you exported from QuickBooks: Export reports as Excel workbooks in QuickBooks Desktop.

 

Please let me know if you need anything else regarding customizing reports. The Community and I will be here to help you.

BigRedConsulting
Community Champion

A/R AGING SUMMARY

@CAROLYNSHHI 

RE: Recently my a/r againg summary is including inactive customers. according to QB help the only way to only have active customers on this list is to hand pick from names under the customize filters. 

 

The AR Aging summary only shows customers who have unpaid transactions - which is its purpose.

 

Generally, transactions-based reports in QuickBooks pay no attention to the active/inactive status of list records like names, because if they did report results would be incomplete. Using this case as an example, if inactive customers with open and unpaid transactions were excluded, the open balance total wouldn't agree with your balance sheet.

 

How would excluding customers from the report based on their active/inactive status - instead of whether or not they have unpaid A/R transactions - be helpful?

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