Aging Report Settings in QuickBooks Online – Instructions

Video Lesson on How to Customize Aging Report Settings in QuickBooks Online

            This video lesson, titled “How to Customize the Aging Report Settings in QuickBooks Online,” shows you how to customize the aging settings for aging reports in QuickBooks Online. This video lesson is from our complete QuickBooks Online tutorial, titled “Mastering QuickBooks Online Made Easy.”

Instructions on How to Change the Aging Report Settings in QuickBooks Online:

            Aging settings only appear for aging reports in QuickBooks Online. QuickBooks Online contains both summary and detail aging reports for both accounts payable and accounts receivable. To quickly find aging reports in QuickBooks Online, type “aging” into the “Type report name here” search field at the top of the “Standard reports” page and then select the desired aging report from the drop-down that then appears.

How to Change the Aging Settings in a Classic View Report:

            To change the aging settings for an aging report in QuickBooks Online if using the classic view, change the aging settings shown in the report customization section above the report. Alternatively, click the “Customize” button and then expand the “Aging” section in the report’s “Customize report” pane to view the same aging settings. The aging settings are the same for both accounts payable and accounts receivable but not every setting appears in summary aging reports.

            To choose which date to use to determine aging, select either the “Current” or “Report date” option button for the “Aging method” setting. To set the number of days in each aging period, enter the number of days into the “Days per aging period” field. Enter the number of aging periods to show within the report into the “Number of periods” field. To specify the minimum days past due to show in aging detail reports, type a number into the “Min. Days Past Due” field.

How to Change the Aging Settings in a Modern View Report:

            Alternatively, to change the aging settings for an aging report in QuickBooks Online if using the modern view, click the “General options” button in the report customization section above the report and then expand the “Aging” section in the report’s “General options” pane. The aging settings in the modern view of the aging reports in QuickBooks Online contain the same aging settings as the classic view with additional aging period customization options available.

            To set the aging method, select either the “Current” or “Report date” option button for the “Aging Method” setting. To use fixed aging periods, then select the “Fixed periods” button for the “Aging Period” setting to show the same “Days per aging period,” “Number of periods,” and “Minimum days past due” settings as found in the classic view, which you use the same way.

            Additionally, to define custom aging periods if using the modern view, click the “Custom ranges” button for the “Aging periods” setting, instead. Then enter the number of days to set within each aging period by changing the last day number for a period, which then sets the starting day number for the next period. To delete an aging period you don’t need, click the “X” button at its right end. To add more aging periods, click the “Add another range” link under the existing periods. To delete all the aging periods, click the “Clear all ranges” link under the list of ranges.

A picture showing how to customize the aging report settings in QuickBooks Online for a modern view report.