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AR Aging Detail Report

The AR Aging Detail Report lists items greater than 90 days first and goes down to current. How can I change that? I want to see current first - ascending to descending dates.

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AR Aging Detail Report

Hi L_MN,


I’ve got you covered. Let me help you sort the Accounts Receivable (A/R) Aging Detail report in ascending or descending dates.


Your post is correct that by default, the A/R Aging Detail Report is sorted in ascending order. Right now, there isn’t an option to change the order of the dates in this report.


Though, you have an option to export the report to Excel and make the necessary changes from there.


Let me show you how:

  1. Click Reports on the left pane.
  2. Enter and select Accounts Receivable Aging Detail in the search box.
  3. Click the Export icon and choose Export to Excel (see the first screenshot).
  4. Update the report as needed.

Another workaround is to filter the All Sales section by invoices and enter the date range of the transactions you need. Then, sort them in ascending or descending order.


Here’s how:

  1. Select Sales on the left pane, then choose All Sales.
  2. Click the Filter drop-down, and choose Invoices in the Type field.
  3. Pick the Status you need (Open or Overdue).
  4. Set the dates range.
  5. Click Apply (see the second screenshot).
  6. Once you’re back in the All Sales section, click the Date column header to sort the invoices in ascending or descending order.
  7. Choose the Print icon or Export button to get a copy of the data (see the third screenshot).

I’ve informed our product engineers on how you want to sort out the A/R Aging Detail report. I’ll appreciate if you can send your suggestions too. We’ll be happy to consider them for future updates. Just click the Gear icon and choose Feedback to send one.

 

You're welcome to leave a comment if you have more questions about QuickBooks Online. I'm always ready to assist.

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