Quickbooks AR Aging
In quickbooks, I want to be able to age my receivables strictly by month. As far as I can tell, all the options age from either the date of the invoice, or the due date of the invoice. I want anything and everything that is billed in March, whether on the 1st or 31st or anything in between to be due in April. If it is not paid in April, once May 1st hits, it would be past due (0-30 days past due). The way it is now, If I look at an aging report mid month, the items in the 30 day column might be from the current month or last month. I need it to strictly put it in buckets by month.
ASKER CERTIFIED SOLUTION
membership
This solution is only available to members.
To access this solution, you must be a member of Experts Exchange.
ASKER
I appreciate it. I will try this and get back with you.
I am fairly sure you still need to wind up with terms on all invoices as that is what makes aging work.
... Thinkpads_User
... Thinkpads_User
ASKER
They always say check the obvious first. Found a number of accounts with no terms. Thanks for the help.
Thank you. I was pleased to assist. ... Thinkpads_User
Try experimenting with different numbers in there. For example, for all invoices to be due the first of the month, try setting "Net due before the " to 1. See if that works. If not, try adjusting the second line to 15, or perhaps even 30.