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Epic2018
October 25, 2018
Solved

Accounts Receivable by Class

  • October 25, 2018
  • 25 replies
  • 147 views

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

    Best answer by vpcontroller

    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.

    .

    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!

      AlcaeusF
      AlcaeusF
      Level 14
      July 25, 2019

      Can you customize this report to show the invoices that get paid in this time period, but were from an earlier month? (ie. the time period is June 1-June 30, the invoice was dated April 30 but not paid until June 15.)  Ideally I would like to find a report that shows $x paid during a specific time period per class and $x in invoices still due and owing per class.  Is that possible?   Thank you.


      Thanks for joining this conversation, @tyelaw.

       

      The option to customize the Custom Transaction Detail report to show invoices that were paid for a specific period is currently unavailable. As a workaround, you can customize it to show which invoices were paid and unpaid.

       

      Here's how:

       

      1. Click the Customize Report option at the upper left.
      2. On the Display tab, select Paid on the Columns section.


      3. Now go to the Filters tab.
      4. Select Paid Status on the Choose Filter section, then choose Either.
      5. Hit OK.

       

       

      To learn more about customizing reports in QuickBooks Desktop (QBDT), consider checking out this article: Customize reports.

       

      Please keep me posted if you have any other issues or concerns. I'll be here to help. Have a great rest of the day!

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