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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!

      S
      SuperStar777
      New Member
      March 5, 2020

      Thanks for joining this thread, SuperStar777.

       

      You can filter the Paid Status by Open to see hide paid invoices. To do so, the steps below will guide you through on how to accomplish this.

      1. Go to the Reports menu.
      2. Select Customers & Receivables, then Transaction List by Customer.
      3. Click Customize, then go to the Filter tab.
      4. Highlight Paid Status, then choose Open.
      5. Click OK to save the changes.

      You can save this report so you won't have to go through the same customization again. Just click the Memorize button and follow on-screen instructions. Check out the Create, access, and modify memorized reports link for more details.

       

      Feel free to leave a comment below if there's anything else you need. I'm always here to help you out.


      Hi

      I am using quickbooks online. 

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