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DonnaCush
Level 1

Accounts Receivable Aging Report

Looking for DETAIL of current Accounts Receivable Aging Report that shows INVOICE billed and date, along with ALL subsequent payments and dates of those payments.  The Customer Balance Detail shows all Customers, even those that are paid in full.

5 Comments
Joesem M
QuickBooks Team

Accounts Receivable Aging Report

Hello there, @DonnaCush.

 

You'll want to run the Transaction List by Customer report and customized it from there. It will show the dates of your invoice payments in QuickBooks Desktop.

 

Here's how:

 

  1. Go to the Reports tab at the top menu bar.
  2. Select Customers and Receivables.
  3. Choose Transaction List by Customer.
  4. Click the Customize button.
  5. Tap the Display and Filters button for the columns and account type.
  6. Hit the OK button.

Also, if you'll want to see the related payments of your invoices. You'll have to click the invoice in th right side click the Transaction button to see the related transactions.u.PNG

 

To learn more about running reports in QBDT, you may check this article: Understand reports.

 

If there’s anything else I can help you with, please post a comment below. I’ll be happy to assist you further. Have a good one.

DonnaCush
Level 1

Accounts Receivable Aging Report

Thank you for your prompt response.  I'm not sure what you mean by "Identify the invoice and specific payments."  I don't see that anywhere on the Customize button.

 

I'm looking to see ONLY the outstanding Accounts Receivable balances with all the transactions listed:  a listing of all the invoices and payments for each Customer. 

 

Thank you.

Donna

Jovychris_A
QuickBooks Team

Accounts Receivable Aging Report

I appreciate the details a lot, @DonnaCush.

 

You can pull up the A/R Aging Detail report. This report will show you the latest and aging customer balances. If you're looking for a customer's balance within a specific period, make sure to change the date.

 

Here's how:

  1. Go to the Reports menu.
  2. Select Customers & Receivables.
  3. Choose A/R Aging Detail report.1.PNG

There you can see the list of customers' outstanding balances.

 

Just in case you wanted to customize  any report that you can generate, you can refer to this article: Customize reports in QuickBooks Desktop.

 

Please let me know or tag me (@Jovychris_A) if you need further assistance. I'll keep my notifications open. Stay safe and healthy!

larrylbr
Level 1

Accounts Receivable Aging Report

Where can I see something like this with Quickbooks Online?  We used to get the invoices, payments, balances and aging all together on one report.  What's happened to this? Is there no way to combine these without producing 3 different reports?

Candice C
QuickBooks Team

Accounts Receivable Aging Report

Good afternoon, @larrylbr

 

Thanks for chiming in on this thread. Allow me to share some light on this subject about reports in your QuickBooks Online (QBO) account. 

 

All you need to do is run the A/R Aging Detail Report to produce and see all 3 different transactions/balances. It's a simple process. Here's how: 

 

  1. Go to the Reports tab on the left-hand menu bar. 
  2. Ensure that you're in the Standard section. 
  3. Go to the Who owes you portion of the page. 
  4. Choose the Accounts receivable aging detail report option. 

 

If you need to customize the list to your liking, just hit the Customize button at the top of the report. 

 

This should do the trick. If you have any other questions, don't hesitate to ask. Have a good one!

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