Quick Books - need Ageing Drs/Crs Totals

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  • Justloadit
    Diamond Member

    • Nov 2010
    • 3518

    #1

    Quick Books - need Ageing Drs/Crs Totals

    I am using Quickbooks 2007, however I need some reports which I am having difficulty getting.

    What I wish to have is a Debtors, and a Creditors list - aged - note not outstanding amounts, actual totals accumulated for each month while trading. I can do the report, but it lists all the transactions, which I do not want, I just want the total for each debtor and each creditor aged.

    Can anyone point me in the right direction.
    Victor - Knowledge is a blessing or a curse, your current circumstances make you decide!
    Solar pumping, Solar Geyser & Solar Security lighting solutions - www.microsolve.co.za
  • Dave A
    Site Caretaker

    • May 2006
    • 22807

    #2
    Use the custom summary report generator rather than custom transaction detail report generator. This should give you totals only for each field.
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    Alcocks Electrical Services | Alcocks Pest Control & Entomological Services | Alcocks Hygiene Services

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    • Justloadit
      Diamond Member

      • Nov 2010
      • 3518

      #3
      Thanks Dave, just what I am looking for.

      Phoned Quickbooks, and they wont support previous versions only the latest version, and then they want to charge R250 support, to answer this question.
      Victor - Knowledge is a blessing or a curse, your current circumstances make you decide!
      Solar pumping, Solar Geyser & Solar Security lighting solutions - www.microsolve.co.za

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      • CLIVE-TRIANGLE
        Gold Member

        • Mar 2012
        • 886

        #4
        Originally posted by Justloadit
        I am using Quickbooks 2007, however I need some reports which I am having difficulty getting.

        What I wish to have is a Debtors, and a Creditors list - aged - note not outstanding amounts, actual totals accumulated for each month while trading. I can do the report, but it lists all the transactions, which I do not want, I just want the total for each debtor and each creditor aged.

        Can anyone point me in the right direction.
        If you don't want outstanding amounts, then I assume you want the totals sold, per period, per debtor?
        If so, use Sales By Customer Summary. Set the date range the period you want. In the Columns dropdown change it from Total Only to Month.

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