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Thread: Quick Books - need Ageing Drs/Crs Totals

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    Diamond Member Justloadit's Avatar
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    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.
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    Site Caretaker Dave A's Avatar
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    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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    Justloadit (07-Mar-12)

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    Diamond Member Justloadit's Avatar
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    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.
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    Quote Originally Posted by Justloadit View Post
    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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    Justloadit (09-Mar-12)

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