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QSL1
Level 1

Filtering Aged Debtors report by Rep

Hi. I am trying to customise the aged accounts receivable report, to be able to sort it by Rep. I can't see an option to add rep as an option to that report. I have created a custom report to show the accounts receivable by rep, but can't find an option to show the ageing details on it. Can you please help. Thanks

1 Comment 1
GlinetteC
Moderator

Filtering Aged Debtors report by Rep

I appreciate you bringing your Aged Debtors Report by Rep issue, QSL1.

 

I'm here to assist you in resolving it.

 

To provide you with the best assistance, I would appreciate it if you could please share a screenshot of the report you've generated. This will give me a visual understanding of your situation, enabling me to offer more precise guidance. 

 

In the meantime, let's perform some troubleshooting steps to help fix details that aren't appearing on the report. Let's begin by logging into QuickBooks using an incognito window or private browser to fix this. This mode doesn't save your browsing history, which can sometimes cause issues with the software. You can use these shortcut keys as a reference:

 

You can use the following keyboard shortcuts based on the browser you are using:

 

  • Google Chrome: press Ctrl + Shift + N
  • Mozilla Firefox: press Ctrl + Shift + P
  • Microsoft Edge: press Ctrl + Shift + P
  • Safari: press Command + Shift +N

 

If it works, return to your regular browser and clear its cache to start fresh and improve its performance. Otherwise, I recommend using a different supported web browser to determine if the issue is specific to your current browser.

 

In addition, you can streamline your invoicing and payment collection process. Check this article for more details: Create memorised accounts receivable reports with email reminders in QuickBooks Online.

By setting up memorised reports, you can save time generating and delivering customer statements.

 

If you require further assistance managing reports or related matters, reply to this thread. I am here to support you at any time.