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Best answer October 19, 2023
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Thank you for visiting the Community today, Deadwood Al.
I can see how beneficial it is for your company to have a report that shows the items described above. I'm here to point you in the best route for achieving your goal.
Let's run the Custom Transaction Detail report and refine the data. To build the statement, follow the steps below:
- In your company file, navigate to the Reports menu at the top bar to select Custom Reports and Help me choose.
- This action will open a window that lets you select which report type.
- Press the Create Custom Transaction Detail Report link.
- In the Modify Report window, tap the Dates drop-down and select the period you wish to use.
- Head to the Columns section and pick the following: Type, Date, Num, Name, Terms, Item, Item Description, Aging, Open Balance, Amount, and Balance.
- In the Filters tab, choose Transaction Type and select Invoice.
- Select Item and pick the lists you wish to show on the report.
- Click OK for the changes to take effect.
This is what the report looks like after performing these steps.
You can browse this article for more information about the process: Customize reports in QuickBooks Desktop.
Furthermore, these links cover topics such as how to manage customer transactions, handle account receivable issues, and uses of the financial statement:
- Get started with customer transaction workflows
- Resolve accounts receivable and accounts payable balances on a cash basis balance sheet
- Accounts receivable aging report guide for 2023
Don't hesitate to drop a comment below if you have additional concerns or questions about the AR Aging Detail report and other financial statements. I'll jump right back in and respond to them.
Thank you for visiting the Community today, Deadwood Al.
I can see how beneficial it is for your company to have a report that shows the items described above. I'm here to point you in the best route for achieving your goal.
Let's run the Custom Transaction Detail report and refine the data. To build the statement, follow the steps below:
- In your company file, navigate to the Reports menu at the top bar to select Custom Reports and Help me choose.
- This action will open a window that lets you select which report type.
- Press the Create Custom Transaction Detail Report link.
- In the Modify Report window, tap the Dates drop-down and select the period you wish to use.
- Head to the Columns section and pick the following: Type, Date, Num, Name, Terms, Item, Item Description, Aging, Open Balance, Amount, and Balance.
- In the Filters tab, choose Transaction Type and select Invoice.
- Select Item and pick the lists you wish to show on the report.
- Click OK for the changes to take effect.
This is what the report looks like after performing these steps.
You can browse this article for more information about the process: Customize reports in QuickBooks Desktop.
Furthermore, these links cover topics such as how to manage customer transactions, handle account receivable issues, and uses of the financial statement:
- Get started with customer transaction workflows
- Resolve accounts receivable and accounts payable balances on a cash basis balance sheet
- Accounts receivable aging report guide for 2023
Don't hesitate to drop a comment below if you have additional concerns or questions about the AR Aging Detail report and other financial statements. I'll jump right back in and respond to them.
