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Is there a way to view an aging summary without seeing customers with credits? I just want a list of customers who owe, but not the ones with a negative balance.

 
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QuickBooks Team

Is there a way to view an aging summary without seeing customers with credits? I just want a list of customers who owe, but not the ones with a negative balance.

Hello there, @pdgardening.

 

The aging summary reports in QuickBooks gives you an overview of your customers' outstanding balances. It contains the names of those who are falling behind their payments, how much is still due, and how long they’re past due.

 

Currently, viewing the A/R Aging Summary report without the customers with credits isn't an option. However, you can manually remove those with negative balances by deselecting them on the list when customizing the report. Let me guide you how.

  1. Go to the Reports menu.
  2. Select the Accounts receivable aging summary report in the Who owes you section.
  3. Make a list of customers with a negative balance.
  4. Click the Customize button.
  5. Set the Report period in the General section.
  6. Go to the Aging section, then input all the necessary details.
  7. In the Filter section, manually deselect the name of customers with a negative balance from the Customer drop-down.
  8. Click Run report.

 

Once done customizing, I'd recommend memorizing the said report. This way, you'll be able to save its current customization settings. You can refer to this article for the detailed steps: Memorize reports in QuickBooks Online.

 

Additionally, you can also pull up the Customer Balance Summary report. It'll also provide the details about how much each customer owes you. From the Reports menu, select the said report in the Who owes you section.

 

Please let me know if you have other concerns. I'm just around to help. Take care always.

Highlighted
Level 1

Is there a way to view an aging summary without seeing customers with credits? I just want a list of customers who owe, but not the ones with a negative balance.

That process will be too time consuming, since i have multiple customers with credits. This report could be generated on the desktop version, will it be something that will happen in QBO eventually? It doesn't seem to be that complicated a task. Thanks

Highlighted
QuickBooks Team

Is there a way to view an aging summary without seeing customers with credits? I just want a list of customers who owe, but not the ones with a negative balance.

Hi there, @pdgardening.

 

Currently, the steps provided by my colleague @Rea_M is a way to customize your Accounts receivable aging summary report to hide those customers with negative balances and show only those who don't have. Thus, for additional help, you can also contact our Customer Care support. They use specific tools that can help you get this resolved quickly.

 

Here's how:

 

  1. Go to the Help menu.
  2. Select Contact us.
  3. Enter Customize Accounts receivable aging summary report in the description box.
  4. Hit Let's talk.
  5. Choose either Start messaging or Get a callback.

 

Also, you may visit this article link for future reference: How to group Accounts Receivable or Accounts Payable account types. This consists of steps to group or divide your open payables or receivables in QuickBooks Online.

 

Feel free to drop a comment below if you have any other questions about customizing reports. I'll be happy to help you out. Take care always. 

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