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Francisco Estevez
Level 1

A/R Aging Reports by Account

In Quickbooks Online, I don't see a filter for "Account" in Customer Aging Reports. We have this filter in Desktop versions. How can I do it in QB Online?

 

Thanks

 

[Removed]

 

 

1 Comment 1
FritzF
Moderator

A/R Aging Reports by Account

Hello, Francisco Estevez.

 

I'm here to share information about the A/R Aging reports in QuickBooks Online (QBO).

 

Currently, the ability to filter the A/R Aging report by account is unavailable in QBO. However, you can manually export the report to Excel and customize it to add the accounts as a workaround.

 

Here's how to do it:

 

  1. At the top of the report, select the Export icon. Then click Export to Excel.
  2. Save the file somewhere you can easily find, like your Downloads folder or your desktop.

 

I can see how having this option would be helpful for you and your business. I highly suggest sending feedback directly to our product developers. They are always looking for ideas to consider on how to improve QBO.

 

Here's how to submit feedback:

 

  1. In QBO, click the Gear (Settings) icon at the top right.
  2. Select Feedback.
  3. Enter your comments or product suggestions. Then tick Next to submit feedback.

 

To know more about the A/R aging report in QBO, check out this article: Run an accounts receivable aging report.

 

In case you need it, I'll add this article that tackles customizing reports in QBO for further guidance: Customize reports in QuickBooks Online.

 

I also recommend visiting our website for more tips and other resources you can use in the future: Self-help articles.

 

I'm only a post away if you have more questions about reports or anything else QuickBooks. I'll be here to assist. Stay safe.

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