Your successful export is my priority, ETPinecone. I'll provide valuable tips on how to achieve your goal.
You can do a manual pulling up an A/R Aging Summary report and customize the terms to any number of days you want. Let me walk you through the process.
Here's how:
- Go to the Reports menu.
- Select Customers & Receivables.
- Choose A/R Aging Summary report.
- Click Customize Report, then select the Filters tab.
- In the search tab, enter and click Terms.
- Hit the dropdown arrow and choose your number of days.
- Once done, click OK.
Additionally, another way to automatically generate this report is to use the memorize reports feature of QuickBooks.
Moreover, for detailed steps in exporting this report, you can visit this article: Export reports as Excel workbooks in QuickBooks Desktop.
If you have other questions or clarification in exporting reports and transactions like sales receipts or estimates, please don't hesitate to let me know by leaving a comment below, and I'll circle back to help you.