Question

Filter Average Days to Pay Report

Forum|Forum|7 years ago
February 4, 2019
2 replies
26 views

Right now when I pull the average days to pay report it shows me everything. Assuming that because their is a 'paid date' column I figured I would be able to filter that to a specific month - however every attempt at that does not produce the right information. Any ideas how to achieve this?

QuickBooks Desktop

AlcaeusF

Level 14

I see this is your first question so let me take the time to welcome you here to the Intuit community, @aheftler.

I can help walk you through filtering the Average Days to Pay report to a specific month in QuickBooks Desktop (QBDT).

Here's how:

1. On that report, click Customize Report at the upper left.
2. Go to The Filters tab, then on the Choose Filter field, pick Paid Through on the Filter drop-down.
3. Select a date range on the drop-down list or on From and To, then OK.

Just in case, you can also check out this article for future reference: Customize reports in QuickBooks Desktop.

That's it! Please let me know how it goes in the comment section. I'm always here should you have any follow-up questions or concerns. Take care and have a great rest of the week.

N

NavIngersoll

I want to run the Average Days to Pay Summary for the year 2019. I want to see the average days to pay between 1/1/2019 and 12/31/2019. When I do this, it is pulling in payments in 2020. I only want invoices paid in 2019 and date parameters are correct. Why does the report pull in 2020 info??

IamjuViel

Level 8

I appreciate the screenshot you've provided, @NavIngersoll.

I had replicated your concern to see the information you're referring to.

The date parameters in the report refer to the date when the transactions are created. The Average Days to Pay displays information on how many days a customer pay their dues. To calculate this, you'll have to know when it was actually paid.

Instead of using the Average Days to Pay report, you can run the A/R Aging Detail report. This also displays complete details on the average days your customers were able to pay their outstanding balance for a specific date range.

On the other hand, the accounting method used in your QuickBooks account affects the data that reflects in your report.

If you've set your accounting method into the Accrual method, ensure to choose the same method in generating your reports. An accrual-basis report shows income regardless of whether your customers have paid your invoices and expenses regardless of whether you have paid all your bills. You can change your QuickBooks accounting preferences and make sure that your reports match with it.

Here's how:

Click on Edit menu.
Select Preferences.
Click on Reports & Graphs from the left pane.
Go to the Company Preferences.
Select Accrual under Summary Reports Basis.
Click OK.

Once done, all your reports will default to Accrual basis. You can refer to this article for more information about the difference between cash and accrual basis, you can check this article: Differentiate Cash and Accrual basis.

Leave a comment below if you have other questions about managing your transactions and reports in your QuickBooks account. I'm always here to help.

K

KPellock

I am sorry, but this report needs to be fixed. We shouldn't have to jump through hoops to find out the Average days to pay. It is a normal repor that is used in a variety of ways and if you cannot fix it, you need to find another solution. I have spent hours trying to gather the data. No matter what I change my filters to, I get the same result for each customer. It is NOT working and it SHOULD be fixed.

I have been asking abut this from support for years.

K

KendallN

This report does not function as required as all of the other people have reported above. For example, if I run this report separately for January, then February, then March (etc), I get the SAME number for each month, a complete impossibility. The formulas need to be fixed to reflect the specific time frame the operator chooses.

I am happy to speak directly to your programmers if one of them will please call me.

Thanks,

Kendall Nolan

[Removed]

C

Catherine_B

Level 9

Hello there, Kendall.

I know how convenient it is for your business to be able to correctly show the amount and pull up the report by month as well.

For now, the report provides a simple overview of the average days to pay for each custmoer. The report calculates the difference between the transaction date and the paid date. It also averages the days to pay for all invoices and statement charges per customer.

We can look into other detailed sales reports that will show the same data you need like the Accounts Receivable report. Then, you can export it to Excel and manually calculate the average from there. You can also check this article to know more about customizing the reports in QuickBooks Desktop.

I can also show you how to submit feedback to our engineers so they can add these options to future updates. Here's how:

Go to Help and click Send Feedback Online.
Click Product Suggestion.
Enter the details and a brief description of your suggestion about the Average Days to Pay Report.
Click Send Feedback.

You might also want to visit our feedback forum to check the recent updates made in QuickBooks. You'll want to bookmark this link: Resource Hub. This will provide you with resources and videos about managing your QuickBooks Desktop reports.

Please know that the Community forum is always open if you need further assistance running reports. Keep safe and take care.

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