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Yinka_NGN
Level 1
posted
3 weeks ago
last updated ‎March 21, 2026 4:55 PM

A/R Ageing summary

Is there a way to edit the AR Aging Summary Report to add columns or create a new report that will pull account executive for each customer in QBO

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1 Comment 1
EduardA
QuickBooks Team
QuickBooks Team
3 weeks ago

A/R Ageing summary

Welcome to the Community, Yinka. Currently, the A/R Ageing Summary report doesn’t support additional columns. You can switch to the A/R Ageing Detail report if you need more columns, though it can't pull the account executive for each customer just yet.

 

As a workaround, I recommend exporting the report to Excel or CSV. From there, you can manually add the account executive data and filter for open invoices.

 

If you have any other questions, feel free to reply to this thread!

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