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January 20, 2022
Question

AR Aging Summary

  • January 20, 2022
  • 1 reply
  • 17 views

How do I run the AR Aging Summary report to show customer balances, even if negative, without showing customer accounts with zero balance? I am using QB Enterprise

1 reply

JoesemM
QuickBooks Team
January 20, 2022

Thanks for posting in the Community, @leigh18. I'd be glad to help you run this report.

 

Running the AR Aging Summary report that shows customer accounts with a non-zero balance is unavailable. This report will show the total outstanding balances and how long they're past due. 

 

As a workaround, you can export the report to excel and manually filter the non-zero accounts so this will not show on the report. Also, I recommend running the Customer Balance Detail report. This will include the customer's profile that has a negative balance.

 

Once done, customizing the report, you can now easily export reports to Excel from QBDT. This is to let you filter the non-zero accounts and save reports for your reference. Let me guide you on how.

 

  1. Go to the Reports menu.
  2. Select Report Center.
  3. In the search field, type in A/R Aging Summary and Customer Balance Detail report.
  4. Click Run.
  5. Click the Excel button, then select either Create New Worksheet or Update Existing Worksheet.
  6. Follow the on-screen instructions to complete the process.

For more details, see this article: Export reports as Excel workbooks in QuickBooks Desktop.

 

Here's an article that you can read to help streamline the reporting process and get the most out of QuickBooks’ financial reporting capabilities: 

 

 

Also, you may consider reading helpful articles that can guide you in managing your books in QuickBooks Desktop: QBDT help articles. This includes topics such as banking, Item management, setting up online payments, etc. 

 

I’ll be here if you have any additional questions about your reports, or anything else. Just drop a comment below. I'm here to help, @leigh18.

leigh18Author
January 20, 2022

I just want the report to show only customers with a balance. I want it to not show zero balance customers.