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Best answer June 02, 2020
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I'd be more than happy to share with you how the A/R Ageing Summary Report works in QuickBooks Online, @r4v3n,
Normally, the system uses your home currency on Summary Reports to show the actual receivables of the company. The total projected income from unpaid balances is multiplied with the current foreign exchange rate to help businesses review their cash inflows during the Fiscal Year.
If you'd like to see the raw data based on the currency billed for a foreign client, you can use the A/R Ageing Detail or a Transaction List by Customer Report. Here are the steps to do that:
- Go to the Reports menu and type Transaction List by Customer on the search field. You can also find this under Sales and customers.
- From there, click the Customise button.
- Tap the blue Change columns link to expand the options.
- Update the Report period.
- Mark the boxes for Foreign Amount, Foreign Net Amount, Currency, Exchange Rate, Due Date and A/R Paid.
- Press Run report when you're done.
To learn more about customising reports and basic tasks in QuickBooks Online, check out the following links:
Customise reports in QuickBooks Online
Help Articles for Quickbooks Online
For other questions about this or other topics concerning our program, feel free to mention me anytime. I'll be right here to help. Have a wondrous day!
I'd be more than happy to share with you how the A/R Ageing Summary Report works in QuickBooks Online, @r4v3n,
Normally, the system uses your home currency on Summary Reports to show the actual receivables of the company. The total projected income from unpaid balances is multiplied with the current foreign exchange rate to help businesses review their cash inflows during the Fiscal Year.
If you'd like to see the raw data based on the currency billed for a foreign client, you can use the A/R Ageing Detail or a Transaction List by Customer Report. Here are the steps to do that:
- Go to the Reports menu and type Transaction List by Customer on the search field. You can also find this under Sales and customers.
- From there, click the Customise button.
- Tap the blue Change columns link to expand the options.
- Update the Report period.
- Mark the boxes for Foreign Amount, Foreign Net Amount, Currency, Exchange Rate, Due Date and A/R Paid.
- Press Run report when you're done.
To learn more about customising reports and basic tasks in QuickBooks Online, check out the following links:
Customise reports in QuickBooks Online
Help Articles for Quickbooks Online
For other questions about this or other topics concerning our program, feel free to mention me anytime. I'll be right here to help. Have a wondrous day!