how can I run an AR aging detail report to show the due date by customer terms not the due date does not reflect the terms

Thanks for joining the Community space, @SprayDry. Let me help you with your accounts receivable aging summary report.

The A/R Aging detail report will show the past due balances of each transaction. This report will show you all outstanding invoices and sort them by the due date. Depending on the payment terms you have set for your customers, you will see those due in 0-30 days, 30-60 days, 60-90 days, and over 90 days past due.

To determine by terms of your A/R Aging Detail report, you can follow the steps below:

1. Go to the Reports menu.
2. Select Customers & Receivables, and A/R Aging Detail.
3. Click the Customize Report button to customize the report's data.
4. In the Display column, put a checkmark behind the Date, Terms, and Due Dates.
5. Click OK.

Also, you can export it to an Excel file so you can modify and add other details on the report. You'll just select Excel on the toolbar and choose the Create New Worksheet option to create a new Excel workbook. 

Once everything is all set, you may also want to check out this article as your reference to guide you on how QuickBooks generates reports and see the complete list of available ones in QBDT: Understand reports.

Please let me know if you need anything else. The Community and I will be here to help you. Take good care.

Would it be possible to run a report that filters the invoices down to ONLY those that are already PAST DUE based upon the Terms? Or, is it only possible to sort by exporting to an Excel file?

@DanBu 

Yes.  Run an A/R Aging Detail report.  Click 'Customize Report'.  Go to the Filters tab.  Under 'FILTER', select 'Aging'.  Under 'Aging' click on the ">=" radio button and enter 0 in the box.  Click OK.  That will show invoices that are either due today or are past due.  If you enter 1 in the box, it will show invoices that are 1 day past due or more.          

Thank you very much for your assistance. The roadblock is that I have invoices with different terms, some with Net 30, others with Net 60, for example. I am wondering how to filter for invoices past their due date. What I find with the report you suggested is that "aging" starts with Day 1. So, if I filter for Aging > 30 days, the report does not make a distinction between Net 30 and Net 60 Invoices. Because of this, I am uncertain if an invoice is past due without looking at each one. 

Is it possible to generate a report that will list only the items that are past due (based upon varying terms)? The Bill Tracker will allow me to view the "Overdue" Invoices only, so QB has the capability to distinguish. However, I cannot find how to generate this information in a Report. 

Thank you,

Dana

@DanBu 

"The roadblock is that I have invoices with different terms, some with Net 30, others with Net 60, for example. I am wondering how to filter for invoices past their due date. What I find with the report you suggested is that "aging" starts with Day 1. So, if I filter for Aging > 30 days, the report does not make a distinction between Net 30 and Net 60 Invoices. Because of this, I am uncertain if an invoice is past due without looking at each one."

You don't need to look at each invoice.  Day 1 of aging means that it is one day past the due date regardless if the terms are 30, 60, or 90 days.  An invoice with 30-day terms will reach day 1 of aging 31 days after the invoice date which is one day after the due date.   An invoice with 60-day terms will reach day 1 of aging 61 days after the invoice date which is one day after the due date and so on...  Invoices that are not past due are shown in the 'Current' column.