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I have multiple receivable GL accounts in my book, and I'd like to have AR aging report for each single receivable GL account. Can this be done? If it can, how can I do so? (I use Quickbooks Enterprise)
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Hi, @SH042924. Warm greetings.
Yes, generating Aging Reports for each of your Accounts Receivable (A/R) in QuickBooks Desktop (QBDT) can be done. I'd be glad to assist with running the report.
You can consider running multiple A/R Aging Detail for each of your A/R accounts in your General Ledger (GL). Then, filter each report only to display data for a corresponding A/R account. Here's how:
If you need to save the current customizations of your reports in QBDT, let me add this article as a future reference: Create, access, and modify memorized reports.
We'll be here in the Community if you have further questions about running reports for your A/R accounts in QBDT. We'll do our best to assist. Take care!
Hi, @SH042924. Warm greetings.
Yes, generating Aging Reports for each of your Accounts Receivable (A/R) in QuickBooks Desktop (QBDT) can be done. I'd be glad to assist with running the report.
You can consider running multiple A/R Aging Detail for each of your A/R accounts in your General Ledger (GL). Then, filter each report only to display data for a corresponding A/R account. Here's how:
If you need to save the current customizations of your reports in QBDT, let me add this article as a future reference: Create, access, and modify memorized reports.
We'll be here in the Community if you have further questions about running reports for your A/R accounts in QBDT. We'll do our best to assist. Take care!
Thank you, Alver!
I just noticed that although I'd like to see the AR aging of two different AR accounts, but I'd need to ensure an invoice input can connect to two AR accounts at the same time. (an account receivable for the portion of sales gross amount minus retention held amount; another account receivable for the portion of retention that's being held by the customer)
Do you know how I may do so?
Hi there, @SH042924. It's great to hear that my colleague's answer helped you in your prior post. I'm here to provide additional information about your concern.
In QuickBooks Desktop (QBDT), please know that we can only assign a one Account Receivable (A/R) account to a single invoice. This is because recording an invoice to multiple A/R accounts will make it challenging to track which portion of the invoice belongs to each A/R type.
After this, proceed with creating the journal entry using the clearing account. For additional guidance, refer to the To use a clearing account section of this article: Set up and use a clearing account.
Just a disclaimer, since this process involves creating a journal entry, it would be best to collaborate with your accountant to ensure your books and financial reports are accurate.
You can check out this article for guidance on how to send a scheduled report on a regular and recurring time: Set up and modify Scheduled Reports.
Feel free to reply to this post if you have more questions about assigning two accounts in a single invoice. I'll be happy to help you.
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