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Level 1

Accounts Receivable by Class

Is there a way to run the A/R Aging by Class?  I am using QB online for Contractors.

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Best answer 10-25-2018

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Highlighted
Level 10

Accounts Receivable by Class

Currently, such an option to run the A/R Aging by Class report is not available in QBO yet.
The workaround is to run the Account Receivable transaction report from the Balance Sheet (Run the Balance Sheet report and click the Account Receivable balance amount link). You can Group this report by Class. You can also customize and add a Class column to the report. But it will in AR detail format, not AR Aging format. See screenshot below for reference.

.

Customized AR detail by class

View solution in original post

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Highlighted
Level 10

Accounts Receivable by Class

Currently, such an option to run the A/R Aging by Class report is not available in QBO yet.
The workaround is to run the Account Receivable transaction report from the Balance Sheet (Run the Balance Sheet report and click the Account Receivable balance amount link). You can Group this report by Class. You can also customize and add a Class column to the report. But it will in AR detail format, not AR Aging format. See screenshot below for reference.

.

Customized AR detail by class

View solution in original post

Highlighted
Level 1

Accounts Receivable by Class

Thanks for this response.  I cannot figure out why "class" isn't available in my group by menu.  Can you advise?  I assign classes in AR and AP.  Thanks!

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Content Leader

Accounts Receivable by Class

I've got you covered, @arianna118.

 

The information here will help you customize that transaction report like a pro. The Class option isn't available in the Group by menu until the column has been added to the report. I'll guide you through doing this below:

 

Add Class to the A/R Transaction Report

  1. From QuickBooks Online, navigate to the Reports tab. Select Balance Sheet from the Business overview section.
  2. On the line for Accounts Receivable, click the amount. Inside the Transaction Report, set your desired date range.
  3. Click the tiny Gear icon (⚙) in the top-right of the report, select (▼) Show more and check the box for Class.
  4. Now the Group by drop-down will display Class as an option, allowing you to further organize the report.

Here's a brief video demonstrating the process:

 

 

This will enable you to group your report with whichever column data you'd like. We also offer a guide on sorting reports by Class for your convenience. Please let me know if there's anything else I can do to help you succeed with QuickBooks. Thanks for reaching out, wishing you a wonderful rest of your day.

Highlighted
Level 1

Accounts Receivable by Class

Hi:

 

I am using Quickbooks Premier.  Is there a way to run accounts receivable by class using that version?

 

Basically, I want to be able to run a GL detail for the A/R account and see the transactions by class.

 

Thanks!

Highlighted
Moderator

Accounts Receivable by Class

Hello there, @BaileyJr.

 

It's nice to have you in the Community. I'd be happy to help walk you through creating accounts receivable by class report in QuickBooks Desktop Premiere.

 

You can run and customize the Custom Transaction Detail Report to get the information you need. Let me show you how:

  1. From the top menu, select Reports.
  2. Choose Custom Reports then select Transaction Detail.
  3. At the top left, click Customize Report
  4. From the Display tab, click the Total by drop-down and select Class.
  5. Click the Filters tab.
  6. Under FILTER, select Account.
  7. Click the drop-down and select Multiple accounts.
  8. Mark Accounts Receivable then click OK.
  9. Under FILTER, select Paid Status.
  10. Click the drop-down and select Open then click OK.

I've attached an article and screenshots for additional reference: Customize reports in QuickBooks Desktop.

 

 

 

 

That should point you in the right direction today. Feel free to drop a comment below if you have any other questions about reports in QuickBooks. I'll be happy to help you further. Have a great rest of the week. 

Highlighted
Level 1

Accounts Receivable by Class

Can you customize this report to show the invoices that get paid in this time period, but were from an earlier month? (ie. the time period is June 1-June 30, the invoice was dated April 30 but not paid until June 15.)  Ideally I would like to find a report that shows $x paid during a specific time period per class and $x in invoices still due and owing per class.  Is that possible?   Thank you.

Highlighted
Moderator

Accounts Receivable by Class

Thanks for joining this conversation, @tyelaw.

 

The option to customize the Custom Transaction Detail report to show invoices that were paid for a specific period is currently unavailable. As a workaround, you can customize it to show which invoices were paid and unpaid.

 

Here's how:

 

1. Click the Customize Report option at the upper left.
2. On the Display tab, select Paid on the Columns section.

232.PNG
3. Now go to the Filters tab.
4. Select Paid Status on the Choose Filter section, then choose Either.
5. Hit OK.

233.PNG 234.PNG

 

 

To learn more about customizing reports in QuickBooks Desktop (QBDT), consider checking out this article: Customize reports.

 

Please keep me posted if you have any other issues or concerns. I'll be here to help. Have a great rest of the day!

Highlighted
Level 1

Accounts Receivable by Class

Thank you for getting back to me.  Is there any way create a report that shows total invoices paid per class for a specific period of time?  Including those invoices that might have been paid during the specified time, but were dated prior to the specified period?  Your assistance is most appreciated!

Highlighted
QuickBooks Team

Accounts Receivable by Class

Hi there, @tyelaw,

 

Let's pull up the Transaction List by Customer report to show the total invoices paid per class for a specific period of time. From there, you can then filter the report to see the information you need.

 

Here's how:

  1. Go to the Reports menu.
  2. Select Customers & Receivables, then Transaction List by Customer.
  3. You can then follow the same steps provided by my colleague @FritzF on how to customize the report.
  4. To filter the date, simply select the desired date from the Dates drop-down.

Should you need anything else with your financial reports, please let me know. I'd be around whenever you need assistance.

Highlighted
Level 2

Accounts Receivable by Class

This does not help as it pull all the paid invoices as well.

 

Highlighted
QuickBooks Team

Accounts Receivable by Class

Thanks for joining this thread, SuperStar777.

 

You can filter the Paid Status by Open to see hide paid invoices. To do so, the steps below will guide you through on how to accomplish this.

  1. Go to the Reports menu.
  2. Select Customers & Receivables, then Transaction List by Customer.
  3. Click Customize, then go to the Filter tab.
  4. Highlight Paid Status, then choose Open.
  5. Click OK to save the changes.

You can save this report so you won't have to go through the same customization again. Just click the Memorize button and follow on-screen instructions. Check out the Create, access, and modify memorized reports link for more details.

 

Feel free to leave a comment below if there's anything else you need. I'm always here to help you out.

Highlighted
Level 2

Accounts Receivable by Class

Hi

I am using quickbooks online. 

Highlighted
Moderator

Accounts Receivable by Class

I can show you how to customize your report, @SuperStar777.

 

We can include certain columns and filters of your Sales by Customer Detail report to see the list of your unpaid invoices  by class.

  1. Go to Reports.
  2. Select Sales by Customer Detail.
  3. Click Customize.
  4. Under Rows/Columns, select Class and A/R Paid.
  5. On the Filter menu, select Transaction Type, Class, and A/R Paid.
  6. For Transaction Type, select Invoices.
  7. On the A/R Paid field, select Unpaid.
  8. Select the appropriate class category.
  9. Click Run report.

I'm adding a couple of articles for more ideas about saving your report after customizing it.

 

I'm here if you need anything else. Have a great day!

Highlighted
Level 2

Accounts Receivable by Class

Thanks for this. 

Is there any way to run class-wise AR aging report as well ?

 

Highlighted
Moderator

Accounts Receivable by Class

Thank you for posting here in the Community, @SuperStar777.

 

Right now, such an option to run the A/R Aging by Class report in unavailable in QuickBooks Online. As a workaround, I suggest running the Balance Sheet report and filter to show the information you need.

 

Here's how:

 

  1. On the left navigation bar, click Reports.
  2. Under Business overview, select Balance Sheet
  3. Choose the amount next to Total Accounts Receivable
  4. Filter the date range.
  5. Press the drop-down arrow next to Group by, then select Class
  6. Click Run report.

You can also customize and add a Class column to the report. But it will be in AR detail format, not Aging format. See screenshot below for reference:

 

.

Additionally, I recommend the following resource which has video tutorials to help a user customize a report: Customize reports in QuickBooks Online.

 

Please know that I'm just a post away if you have any other questions. Have a great day ahead.

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