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Alvin Chaudary
Level 1

Customizing AP Aging Detail Report in QB Desktop Enterprise

Hello,

 

Is there a way I can make the "Customer: Job" column (a column in the Bill entry screen) show up in the AP Aging Detail? 

1 Comment 1
Adrian_A
Moderator

Customizing AP Aging Detail Report in QB Desktop Enterprise

Hi Alvin Chaudary,

 

I can see how timely to be able to add the Customer:Job column on the A/P Aging Detail report. As of now, this option is unavailable in QuickBooks Desktop. 

 

I have a workaround, though. You can run two reports and export them to an Excel file. From there, you can combine the two reports. 

 

After opening the A/P Aging Detail report, click the Excel drop-down and then select Create New Worksheet. Afterward, you can run the Customer Contact List report and filter the customer and job columns. Here's how:

 

  1. Click the Reports menu.
  2. On the Lists section, select Customer Contact List.
  3. Click Customize Report.
  4. On the Display tab, select Customer.
  5. Select either Job StatusJob TypeJob Title, or Job Description.
  6. Click the Excel drop-down.
  7. Select Update Existing Worksheet.
  8. Select the first workbooks and then click Export.

 

I've also added this link that has lists of other customer:job report: Create custom report.

 

I'll be around if you have other concerns about running the report. 

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