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Alan1474
Level 1

A/R AGING

Is there a way to add the A/R Aging Detail columns to the Customer Balance Detail report?

I would like to have both on the same form, with totals for each customer.

Or am I required to have two different reports for this information?

Thank you in advance.

1 Comment 1
DivinaMercy_N
Moderator

A/R AGING

I'm here to help, @Alan1474.

 

You can export the Customer Balance Detail and A/R Aging Detail reports to excel and combined them from there as a workaround. Refer to the steps below.

 

If you're using QuickBooks Online:

  1. If you're using QuickBooks Online:
  2. Go to the Reports tab.
  3. Proceed to the Who owes you section and look for the Customer Balance Detail report. arreport2.JPG
  4. Click the report to open.
  5. Tick the Export icon to export the report to excel. arreport1.JPG
  6. Once done, follow steps 1-4 to export the Accounts Receivable Aging Detail report.
  7. When the reports are exported, edit the spreadsheet to get the data you need.

 

For your reference, please see this article: Customize reports in QuickBooks Online.


If you're using QuickBooks Desktop:

  1. Navigate to the Reports menu.
  2. Hover over Customers & Receivables and choose Customer Balance Detailarreport3.JPG
  3. Click the report to open.
  4. Select the Excel drop-down arrow and pick Create New Worksheetarreport4.JPG
  5. Then, follow again the step 1-4 to export the A/R Aging Detail report.
  6. Once exported, edit the spreadsheet to get the data you need.

 

Check it here for additional reference: Customize reports in QuickBooks Desktop. 

 

Also, you can always seek self-help articles on our QuickBooks help articles page, to help you get your QuickBooks task done in no time. 

 

Don't hesitate to post here again if you have further questions about accessing your reports in QuickBooks. I'm always here to help you in any way I can. Have a wonderful day ahead.

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