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Filter Average Days to Pay Report

Right now when I pull the average days to pay report it shows me everything. Assuming that because their is a 'paid date' column I figured I would be able to filter that to a specific month - however every attempt at that does not produce the right information. Any ideas how to achieve this?

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Moderator

Re: 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.

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Re: Filter Average Days to Pay Report

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?

Anonymous
Not applicable

Re: Filter Average Days to Pay Report

Hello, aheftler. 

 

There isn’t a direct way to filter Average Days to Pay report by month. As a workaround you can take note of the invoice numbers used for a certain month and use them to filter the report. For instance, for the month of December, you’ve used invoice numbers 250 to 350.

  1. Click the Customize Report tab at the top
  2. Go to Filters tab and choose Number from the filter list.
  3. Enter the first invoice number you’ve use for that month on the first box.
  4. Enter the last invoice number you’ve use for that month on the second box.
  5. Click Ok.

You can also request your preferred way of customizing the report through feedback. Just go to Help, choose Send Feedback Online and select Product Suggestion.

 

Please visit us again anytime you need help with QuickBooks.

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Not applicable

Re: Filter Average Days to Pay Report

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?

QuickBooks Team

Re: Filter Average Days to Pay Report

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.

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Re: Filter Average Days to Pay Report

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.

QuickBooks Team

Re: Filter Average Days to Pay Report

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.

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