Filter Average Days to Pay Report

I see this is your first question so let me take the time to welcome you here to the Intuit community, @aheftler.

I can help walk you through filtering the Average Days to Pay report to a specific month in QuickBooks Desktop (QBDT).

Here's how:

1. On that report, click Customize Report at the upper left.
2. Go to The Filters tab, then on the Choose Filter field, pick Paid Through on the Filter drop-down.
3. Select a date range on the drop-down list or on From and To, then OK.

Just in case, you can also check out this article for future reference: Customize reports in QuickBooks Desktop.

That's it! Please let me know how it goes in the comment section. I'm always here should you have any follow-up questions or concerns. Take care and have a great rest of the week.

Yes, I attempted that however it only yielded a total of 3 vendors and 6 payments when in actuality there was more than 30 vendors that we received payments from in January.

I exported the full report to excel and filtered the paid date to show only 2019, however it is quite cumbersome and the data and formulas all become skewed. 

Any other ideas?

The paid through filtering works fine on the detail report, however the summary report does not filter properly.  The number of days on the report is for all transactions, and then drilling down to a specific customer, the detail is the correct filtering but the report does not tie to the detail.  Any suggestions on how to correct this?

Hi there, @Micahel Rhyce.

Thanks for joining this thread. Allow me to help provide some insights about customizing reports in QuickBooks Desktop.

In order to show the same information both Detail and Summary report would work, make sure to customize it with the same filters such as Accounting method, Customer's name, Paid through and etc.

I'd like to ask some additional information such as the screenshots of both filtered reports so I can determine the difference.

For additional reference, you can  check this article on how to customize reports in QuickBooks Desktop.

Please let me know how it goes by clicking the Reply button below. I'll be around to help.

Even if I enter a filtered date range, the report still goes all the way back to our start date of transactions.  I entered June 1, 2018 through May 30, 2019 and the report still included 2016 activity.

Hello @Missdree,

You can filter the Date and the Dues Date altogether to show the correct data on the report.

To filter your report, you can follow the steps below:

1. Click on Reports from the menu bar.
2. Choose Customers & Receivables, then select Average Days to Pay.
3. Click on Customize Report.
4. In the Filters tab, choose the Date.
5. Choose the date range by clicking on the Calendar icon.
6. Choose Due Date.
7. Edit the date range by clicking again on the Calendar icon.
8. Click on OK.

That's it. The report now shows your transactions by date of creation and their due date.

You can also visit our Help Articles to learn more "How do I" steps.

Don't hesitate to let me know if you have any other concerns. I'll be sure to get back to you.

I want to run the Average Days to Pay Summary for the year 2019.  I want to see the average days to pay between 1/1/2019 and 12/31/2019.  When I do this, it is pulling in payments in 2020.  I only want invoices paid in 2019 and date parameters are correct.  Why does the report pull in 2020 info??

I appreciate the screenshot you've provided, @NavIngersoll.

I had replicated your concern to see the information you're referring to. 

The date parameters in the report refer to the date when the transactions are created. The Average Days to Pay displays information on how many days a customer pay their dues. To calculate this, you'll have to know when it was actually paid.

Instead of using the Average Days to Pay report, you can run the A/R Aging Detail report. This also displays complete details on the average days your customers were able to pay their outstanding balance for a specific date range.

On the other hand, the accounting method used in your QuickBooks account affects the data that reflects in your report.

If you've set your accounting method into the Accrual method, ensure to choose the same method in generating your reports. An accrual-basis report shows income regardless of whether your customers have paid your invoices and expenses regardless of whether you have paid all your bills. You can change your QuickBooks accounting preferences and make sure that your reports match with it.

Here's how:

1. Click on Edit menu.
2. Select Preferences.
3. Click on Reports & Graphs from the left pane.
4. Go to the Company Preferences.
5. Select Accrual under Summary Reports Basis.
6. Click OK.

Once done, all your reports will default to Accrual basis. You can refer to this article for more information about the difference between cash and accrual basis, you can check this article: Differentiate Cash and Accrual basis.

Leave a comment below if you have other questions about managing your transactions and reports in your QuickBooks account. I'm always here to help.

@IamjuViel  thanks for your response!

I had the accrual on under customer preferences clicked already in the summary reports basis.

Any other thoughts why payments are being included when outside the date parameters

Hi there, NavIngersoll.

Yes, you can customize the report by the specific date. Let me show you how to do that.

1. Go to the Reports tab and select the Customers and Receivables tab.
2. Select Average Days to Pay Summary tab.
3. Click on the Customize Report button then under the Display section choose Customize on the dates.
4. Enter the dates for From and To boxes.
5. Go to the Filters section and enter Date in the Search tab. 
6. Then click OK button.

You can also check this article to know more about customizing the reports in QuickBooks Desktop.

Please click the Reply button if you have questions in mind. I'm here to back you up. Take care.

@MarsStephanieL thank you for your reply!

I am familiar with customizing reports, however this is my issue.  I enter the the dates 1/1/2019-12/31/2019 and the report is still pulling in payments from 2020.  I just don't understand this glitch. Has anyone else ever had issues with this?  

Hello there, @NavIngersoll.

Let me provide additional information about the payments that will show up in your reports.

The Average Days to pay report will list all paid invoices and statement charges under Accrual Basis. QuickBooks will calculate the days to pay as the difference between the invoice or statement charge date and the paid date.

If the invoice has been paid later this year, the report will still pulling up the payments from 2020. As a workaround, we can pull up A/R Aging Detail report. It will display complete details on the average days your customers were able to pay their outstanding balance for a specific date range.

Here's how: 

1. Go to the Reports menu.
2. Select Customers and Receivables.
3. Click A/R aging DetaiL.
4. Choose Custom in the Dates drop-down arrow and filter the dates.

On the other hand, if there are any features you’re having trouble locating or any that aren’t working as they should, these articles will come in handy: QuickBooks Desktop Help Articles.

 I'm just here if you need more help. Take good care.

I have tried this also.  But the average days is for ALL transactions until I drill down and then it shows the average for the time frame I choose. I would LOVE to have a summary for the time frame of chose. Any other suggestions? Thanks

Hello, @Stephanie Kamishlian.

Let me share additional information on how you can generate and customize your average days to pay report.

The Average Days to Pay report displays information on how many days a customer pay their dues. Currently, there isn’t a direct way to filter it by month or specific time frame.

As a work-around, you can generate the Average Days to Pay report, you can run the A/R Aging Detail report. This also displays complete details on the average days your customers were able to pay their outstanding balance for a specific date range.

Also, you can take note of the invoice numbers the specific time frame you want to view and use them to filter the Average Days to Pay report. Here's how:

1. From the Average Days to Pay report window, click the Customize Report button
2. Choose the Filters tab.
3. Select the Number from the filter list.
4. Type in the first invoice number you’ve use for that month on the first box.
5. Enter the last invoice number you’ve use for that month on the second box.
6. Click Ok.

Keep me posted if you have other questions or concerns. I'm always here to help.

I have read all this thread and I still have not seen a proper solution to this problem.  The detail reports filter fine as suggested.  However, ONLY the summary reports are pulling ALL invoices regardless of date or invoice number filtering.  No matter how I have tried to filter the SUMMARY report still pull all invoices to calculate the information.  This has got to be a bug in Quickbooks which needs to be addressed.  This has been an issue for years and has not worked properly even in the 2021 version.  Can Quickbooks please open a bug for this issue and fix it?  It is a real pain to do this in the detail report when all we are wanting is correct SUMMARY data.

Hey dw38,

Welcome to the QuickBooks Community. Thank you for bringing this to my attention, and I understand how this summary would be beneficial. I will submit feedback to our Product Developer about this. Our engineers are always looking to make your business life easier. Feel free to follow our blog to be up-date with our latest changes or additions.

If you have any questions, please don't hesitate to let me know. I will be on stand-by. Take care!

I am sorry, but this report needs to be fixed.  We shouldn't have to jump through hoops to find out the Average days to pay.  It is a normal repor that is used in a variety of ways and if you cannot fix it, you need to find another solution.  I have spent hours trying to gather the data.  No matter what I change my filters to, I get the same result for each customer.  It is NOT working and it SHOULD be fixed.

I have been asking abut this from support for years.  

This report does not function as required as all of the other people have reported above.  For example, if I run this report separately for January, then February, then March (etc), I get the SAME number for each month, a complete impossibility.  The formulas need to be fixed to reflect the specific time frame the operator chooses.  

I am happy to speak directly to your programmers if one of them will please call me.

Thanks,

Kendall Nolan

[Removed]

Hello there, Kendall.

I know how convenient it is for your business to be able to correctly show the amount and pull up the report by month as well.  

For now, the report provides a simple overview of the average days to pay for each custmoer. The report calculates the difference between the transaction date and the paid date. It also averages the days to pay for all invoices and statement charges per customer.

We can look into other detailed sales reports that will show the same data you need like the Accounts Receivable report. Then, you can export it to Excel and manually calculate the average from there. You can also check this article to know more about customizing the reports in QuickBooks Desktop.

I can also show you how to submit feedback to our engineers so they can add these options to future updates. Here's how: 

1. Go to Help and click Send Feedback Online.
2. Click Product Suggestion.
3. Enter the details and a brief description of your suggestion about the Average Days to Pay Report.
4. Click Send Feedback.

You might also want to visit our feedback forum to check the recent updates made in QuickBooks. You'll want to bookmark this link: Resource Hub. This will provide you with resources and videos about managing your QuickBooks Desktop reports.

Please know that the Community forum is always open if you need further assistance running reports. Keep safe and take care.

This report is still not working.  The average days to pay total never changes.  If you filter on specific dates, the total average days to pay should change.

Hello DREYERCPA!

Thanks for joining this post. Allow me to assist you in running the Average Days to Pay report.

You'll want to make sure that once we filter it by clicking the Customize Report button, click the OK button so that the report refreshes and will show the right data. You can follow the steps shared by my colleagues above.

If the same thing happens, I suggest you reach out to our Support Team so they can further investigate it.

1. Go to Help, then select QuickBooks Desktop Help.
2. Select Contact Us.
3. Enter Average Days to Pay Report, select Let's talk, and then choose a way to connect.

I added this link if you need more financial reports and how to customize and memorize them: Understand reports.

You can reply to this thread if you have more questions about reporting. Have a great one!

The AR detail report didnt work for me. I selected 1/1/2022 through 3/31/2022 and it showed 0 days to pay for each invoice.

Thanks for joining this thread, @GH75.

I want to help you further with running your sales reports, but I need to know if you're using QuickBooks Desktop. I need your confirmation because this thread is created by a desktop user.

In QuickBooks Desktop, you can see the Terms indicated on the invoice plus the due date of an invoice, and the in the A/R Aging Detail report. See this:

Please come back here for the additional details or if you have other reporting concerns. I'll be right here to help you out. All the best!