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Epic2018
October 25, 2018
Solved

Accounts Receivable by Class

  • October 25, 2018
  • 25 replies
  • 135 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.

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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.

    .

      A
      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!

      MaryLandT
      MaryLandT
      Level 10
      July 25, 2019

      Thank you for getting back to me.  Is there any way create a report that shows total invoices paid per class for a specific period of time?  Including those invoices that might have been paid during the specified time, but were dated prior to the specified period?  Your assistance is most appreciated!


      Hi there, @tyelaw,

       

      Let's pull up the Transaction List by Customer report to show the total invoices paid per class for a specific period of time. From there, you can then filter the report to see the information you need.

       

      Here's how:

      1. Go to the Reports menu.
      2. Select Customers & Receivables, then Transaction List by Customer.
      3. You can then follow the same steps provided by my colleague @FritzF on how to customize the report.
      4. To filter the date, simply select the desired date from the Dates drop-down.

      Should you need anything else with your financial reports, please let me know. I'd be around whenever you need assistance.

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