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Aged AR

For years, I have been posting everything on the customer side thru Journal Entries.

Is there any way to eliminate the customers with zero's from the Aged AR Report?

2 Comments
QuickBooks Team

Re: Aged AR

Hi there, pgh1949.

 

I'm here to lend a hand with the AR Aging report in QuickBooks Desktop.

 

You can customize the AR Aging report to only show what you want. However, you need to know first the name of the customers with zero amount.

 

For the detailed steps on how to eliminate customers, follow these steps:

 

  1. Click the Reports tab at the top menu bar.
  2. Select Customers & Receivables.
  3. Select AR Aging Summary or AR Aging Detail.
  4. Choose a date range.
  5. Click Customize Report.
  6. Go to the Filters tab.
  7. Below Current Filter Choices, click Name.
  8. Below Name, click the drop-down arrow.
  9. Select Multiple names.
  10. Put a check mark on the customers you want to show in the report and click OK twice.

 

Please be sure to let me know if there's anything else I can do to help you succeed. I'm available anytime here in the Community.

Established Community Backer ***

Re: Aged AR

@AlcaeusF

 

Please Learn from this input.

 

@pgh1949

 

You don't Hide them; you need to Apply them, What you did is bypassing all Sales and Customer Activities. Perhaps you have since learned that is not the right way to handle AR in QB. You avoid JE in QB for anything with Names, not for AP, AR, QB Inventory, Sales, Sales Taxes, not QB Payroll.

 

You have No sales, no Terms, and no real Aging. You have no Due Dates.

 

What you have, when you see a total of 0 for AP or AR names, is Unapplied data.

 

For each name you will need to open the Receive Payment Screen for that name. Leave the amount as 0. Apply the available Credit(s) to the open charge(s). Do this until AR Aging Summary has only names with Balances.

 

And this has impacted your financial reporting, all these years, because you bypassed Cash vs Accrual Basis reporting. You did brute force manually accounting entries, not really using QB tools at all. For instance, you won't have data for Sales by Customer, or Sales by Item, or Item Profit, or even customer Profitability reporting data.

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