Advanced Reporting QBAR Help

Welcome to the Community space, @lbdixie.

Let me help you show the invoices sent out of QuickBooks using the A/R Aging reports that show the E-mail Date and Address columns.

The available column in the A/R Aging Detail report is the E-mail Address only as the Name E-mail column.

You'll need to manually add the E-mail Date section as a custom field since this isn't an auto-shown section when you customize a report in QuickBooks Desktop (QBDT). If you add this column, it isn't retroactive and only available for future sales invoices, or you can edit a transaction and add it there.

In the meantime, you can use the  Date and Entered/Last modified columns to show when your invoice was created, last edited, and sent by QuickBooks.

Here's how:

1. Go to Reports.
2. Click the Customers & Receivables and select the A/R Aging Detail option.
3. Go to Customize a report.
4. In the Columns field, type and click the column you want to include in the A/R Aging Detail report. Make sure to include the Date, Entered/Last Modified. and Name E-mail columns and ensure they have a checkmark on the left side.
5. Once done, click OK.

You can read this article for additional information: Customize reports in QuickBooks Desktop.

Also, to add the E-mail Date column for future reports, you'll need to edit one customer profile and add the field in the Additional Info section. Then, it will apply to all of them.

After that, make this field active in all the sales forms. Then, this field will show when you customize a report. Feel free to follow the steps below:

1. Go to Customers and Customer Center.
2. Double-click one of your customer profiles. Then, go to Additional Info.
3. Click the Define Fields tab.
4. Enter the E-mail Date below the Label column. Place a checkmark on the Cust, Vend, Empl, Trans, and List columns.
5. Once done, click OK.
6. Go back to the Customers tab, then Create Invoices.
7. Click the Formatting tab. Then, Customize Data Layout.
8. Scroll down and tick the two boxes beside the E-mail Date we created so it will show in your sales forms.
9. Click OK once finished.

Check out this article for more information: Create and use custom fields in QuickBooks Desktop.

You can read this article to learn how to save a particular report customization: Create, access, and modify memorized reports.

If you have additional questions about running reports in QuickBooks Desktop (QBDT), click the Reply button below. We'll be willing to lend a hand. Keep safe, and have a good one.

Thank you for your response.  However, I am asking about the Advanced Reporting feature using Qbar not the regular reporting out of QB.  There are two fields -Transactions.Email and Transactions.Email Date that I am trying to add to the starter report AR Detail in that feature, but have not had success in getting those fields to populate in the report.

Hello lbdixie,

Thank you for connecting with the QuickBooks Community! For this situation, it would be best to communicate with us so we can investigate the matter further. Here's how to reach us:

1. Log into your QuickBooks account.
2. Click the Help option in the upper-right corner.
3. Enter the necessary information and click Continue.
4. Choose a way to connect.

If you should have any questions, I'm just a click away.