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Epic2018
October 25, 2018
Solved

Accounts Receivable by Class

Is there a way to run the A/R Aging by Class?  I am using QB online for Contractors.

    vpcontroller
    vpcontrollerAnswer
    Level 7
    October 25, 2018

    Currently, such an option to run the A/R Aging by Class report is not available in QBO yet.
    The workaround is to run the Account Receivable transaction report from the Balance Sheet (Run the Balance Sheet report and click the Account Receivable balance amount link). You can Group this report by Class. You can also customize and add a Class column to the report. But it will in AR detail format, not AR Aging format. See screenshot below for reference.

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    25 replies

    vpcontroller
    vpcontrollerAnswer
    Level 7
    October 25, 2018

    Currently, such an option to run the A/R Aging by Class report is not available in QBO yet.
    The workaround is to run the Account Receivable transaction report from the Balance Sheet (Run the Balance Sheet report and click the Account Receivable balance amount link). You can Group this report by Class. You can also customize and add a Class column to the report. But it will in AR detail format, not AR Aging format. See screenshot below for reference.

    .

      arianna118
      November 7, 2018

      Thanks for this response.  I cannot figure out why "class" isn't available in my group by menu.  Can you advise?  I assign classes in AR and AP.  Thanks!

      Rubielyn_J
      Rubielyn_J
      Level 8
      January 20, 2023

      @JonpriL 

      Thanks for the info, Your tips helps a bit, however if the invoice is having more than 1 line, this report will repeat the invoice number. I am looking for AR report without duplicating the invoice number.


      Thanks for getting back to this thread, @SuperStar777.

       

      I recognize how relevant to you and your business to have a report not showing a duplicate invoice number. Currently, this option is unavailable in QuickBooks Online.

       

      In the meantime, we can export a report to an Excel file. From there, you can manipulate the statement to show only one invoice number. Let me show you how:

       

      1. Find and run the report.
      2. Choose the Export icon.
      3. Click Export to Excel.

       

      Additionally, let me share these links to help manage your reports in QuickBooks:

       

       

      Feel free to comment below if you have follow-up questions about generating reports in QuickBooks. I'm always around to help. Keep safe!

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