AR Aging Summary Report - editing Columns

Matt115 · ‎May 07, 2020

I was wondering if there was a way to edit the AR Aging Summary Report to add columns or create a new report that will pull all of the information I need. I am new to Quickbooks and still trying to grasp what all is possible. Thank you in advance for any guidance on this.

Ashley H · ‎May 07, 2020

Welcome to the Community, @Matt115.

For the A/R Aging Summary Report, you won't be able to add columns to the report. You'll have to export the report to Excel so you can edit the information to how you see fit. Otherwise, you can run an A/R Aging Detail Report and add columns by pressing on the Customize Report button at the top-left of the window. Here's a Community Article that breaks down on reporting works in QuickBooks Desktop: Reports in QuickBooks Desktop.

I'd also like to provide you with some helpful links that can help you learn and grow with your program:

QuickBooks Community: This article gives you a tour around our site and gives details about how it can benefit you. There are helpful articles, video tutorials, and advice from other customers about how to grow your business.
QuickBooks Blog: This site will keep you updated on new features being brought to our Products.
Find-A-ProAdvisor: Need an accountant? No worries, this site will help you find one that's perfect for your company.

If you need further assistance, please don't hesitate and reach back out to me! I'm just a Reply away. Have a safe and productive week.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Accept as solution"

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Ashley H · ‎May 07, 2020

Welcome to the Community, @Matt115.

For the A/R Aging Summary Report, you won't be able to add columns to the report. You'll have to export the report to Excel so you can edit the information to how you see fit. Otherwise, you can run an A/R Aging Detail Report and add columns by pressing on the Customize Report button at the top-left of the window. Here's a Community Article that breaks down on reporting works in QuickBooks Desktop: Reports in QuickBooks Desktop.

I'd also like to provide you with some helpful links that can help you learn and grow with your program:

QuickBooks Community: This article gives you a tour around our site and gives details about how it can benefit you. There are helpful articles, video tutorials, and advice from other customers about how to grow your business.
QuickBooks Blog: This site will keep you updated on new features being brought to our Products.
Find-A-ProAdvisor: Need an accountant? No worries, this site will help you find one that's perfect for your company.

If you need further assistance, please don't hesitate and reach back out to me! I'm just a Reply away. Have a safe and productive week.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Accept as solution"

Barenco · ‎August 13, 2021

Hi

I have picked up on this thread as I have a similar problem with the report. My customers with trade accounts are on EOM following which works for the invoices but when running the ageing summary report it only works on days not months so if I run the report today it adds the July and August invoice together under current. This also happens if I try to produce statements for my customers.

Any suggestions please.

Ethel_A · ‎August 13, 2021

Welcome to the Community, @Barenco.

Allow me to share with you some insights to ensure you'll be able to run your report completely.

First, we need to run the Rebuild and Verify as this is essential when trying to repair minor corruption. This is the first step in resolving potential data issues. It also aids in determining if the issue is stemming from the file, or something else.

Here's how to perform the rebuild and verify:

1. From the File menu, click on Utilities.
2. Select Rebuild Data.
3. Go back to Step 1, then choose Verify Data.

Once done, try to run a report. If the issue persists, I'd recommend you contacting our QuickBooks Desktop support.

I'm adding this article for your future reference: AR Balance on the Chart of Accounts does not Match AR balance on Reports.

Don't hesitate to click the Reply button below if you have additional questions about running a report. I'm always here to help you.

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AR Aging Summary Report - editing Columns