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My A/R aging is calculating based upon the invoice date, rather than the due date. This is causing both my aging report and my customer statements to be incorrect and show invoices as past due even though they aren't. The only items that show as current are the ones from the current day. Does anybody have any idea what might be causing this or how to fix it? I have checked my payment terms items as well as the terms assigned to the customers and they are all correct. In the attached example, the customer is set with Net 45 terms. The due dates reflect this as shown in the statement, yet the aging shows as past due.
Solved! Go to Solution.
Check your preferences (Edit>Preferences>Reports & Graphs>Company Preferences), under 'Aging Reports', make sure 'Age from due date' is checked and not 'Age from transaction date'.
It sort of looks like the numbers are off by one box, that 15,410 is current and 2,773 is 1 - 30 days late.
Is this statements using the Intuit Standard Statement template, or a custom template?
If a custom template and you edit it in the Layout Designer, and then click each of the data fields in the aging area, are the fields in the right location compared to the field titles?
Check your preferences (Edit>Preferences>Reports & Graphs>Company Preferences), under 'Aging Reports', make sure 'Age from due date' is checked and not 'Age from transaction date'.
That did it! Thank you so much @Rainflurry!! I knew there had to be a box checked somewhere that shouldn't have been...
My age from the due date is correctly checked.
I made an invoice for a customer today, then did a transaction report with aging checked, and it said they were 138 days past due. Is there anything else to try?
I have some instructions that can get back on track on running a report in QuickBooks, Sandykaye.
I'd like to know if you've already performed the steps provided by Rainflurry above. If yes, but the issue persists, let's resolve your concern by verifying and rebuilding your data in QuickBooks Desktop (QBDT). The verify tool identifies the most common problems in a company file, and the rebuild tool fixes them.
To verify the data:
To rebuild the data:
For more details, verify and rebuild your data in QuickBooks Desktop. Check out this article below: Verify and Rebuild Data in QuickBooks Desktop.
For more information on customizing report, check out this article: Customize reports in QuickBooks Desktop.
Please don't hesitate if you have other queries with the transaction report in QBDT.
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