You will find a list of QuickBooks Customers & Receivables Reports along with a description of the information contained in the report below.
QuickBooks A/R Aging Reports will give you more information about how much your customers owe your small business along with how long these balances have been unpaid by your customers.
- A/R Aging Summary -- The A/R Aging Summary Report will let you know how much each of your customers owe. It will also show you how long each customer’s balance has been overdue.
- A/R Aging Detail -- The A/R Aging Detail Report will give you a detailed list all of your customers unpaid invoices and how long they have been overdue.
- Account Receivable Graph -- The Account Receivable Graph will give you a graphical display of your outstanding receivables from your customers.
- Open Invoices -- The Open Invoices Report gives you a list of unpaid invoices and their due dates. The Open Invoices Report is useful for cash flow planning because you can get an idea of when you will collect from your customers with this report.
- Collections Report -- The Collections Report will give you a list of customers who have overdue balances, how much the balance is, and their phone numbers so that you can begin making your collections calls.
- Average Days to Pay -- The Average Days to Pay Report calculates the average number of days it takes a customer to pay you.
QuickBooks Customer Balance Reports will show you detailed information about your customers’ balances.
QuickBooks Customer & Receivable Lists will give you contact and pricing lists for your business.
More QuickBooks Reports
You will find that QuickBooks has numerous accounting and financial reports for your small business, which includes the following reports:
- Company & Financial Reports – these financial reports tell you how your company is doing financially.
- Customer & Receivable Reports – these reports tell you how much your customers owe you.
- Sales Reports – these reports give you information about sales rep, sales orders, and pending sales.
- Jobs, Time & Mileage Reports – these reports give you information about your job estimates, including time, amount spent, and mileage for each job.
- Vendor & Payable Reports – these reports tell you how much money your company owes to its vendors.
- Purchase Reports – these reports give your information about your company’s purchases and its open purchase orders.
- Inventory Reports – these reports give your information about inventory value, stock, and work-in-progress.
- Employees & Payroll Reports – these reports give your information about your employees and payroll expenses.
- Banking Reports – these reports give you information about your banking transactions.
- Accountant & Taxes Reports – these reports give you information about your basic accounting reports and information needed to prepare your income tax return.
- Budgets and Forecast Reports – these reports give you information to compare your actual results to your budgeted amounts.
- Lists Reports – These reports will give you phone, contact, and customer lists that you will find useful.
The number of these financial reports can be overwhelming -- however, you will usually only use a handful of the reports for your business, which depends on the type of business and your particular needs. If QuickBooks does not have the customer and receivable report that you need, you can build your own customized report or customize within QuickBooks.