Accounts Receivable Detail Aging from invoice date instead of due date.

@T B F 

What is there to be resolved?  When you run an A/R Aging Detail Report, "Current" indicates invoices that are not past due.  The past-due invoices are categorized as 1-30, 31-60, 61-90, and 91+ days past due.  This is how QuickBooks has always worked.  

Understood.  However, it will not age the open invoices from invoice date as opposed to due date.  I see there has been much past discussion about this issue and wanted to know if it had been resolved.  In Quickbooks Desktop, there was the option to change universally in the company preferences to age from invoice date or from due date, QBO does not have this option. Many banking institutions require this aging when looking at your business reports. Since I migrated to QBO from QB Desktop in April 2024, I have exhausted a lot of extra time creating the reports in the necessary format.  I was just wondering if QB had resolved this issue.  

Generating the Accounts Receivable Detail Aging report by invoice date is valuable for managing your business. However, QuickBooks Online currently doesn't have this option, TBF.

The report defaults to aging invoices based on the due date, as this aligns with payment terms and tracks when invoices become overdue. This ensures accurate reporting of outstanding balances.

I understand that aging by invoice date would be helpful for your business. Since this option isn’t available, I recommend sharing your feedback with our product development team. Your input will help us better understand your needs and enhance your overall experience.

To submit feedback:

1. Go to Settings.
2. Select Feedback.
3. Enter your product suggestions in the designated box.
4. Click Next to submit.

As a workaround, you can export your report to Excel and manually calculate aging based on the invoice date or customize the data further to suit your needs.

You can revisit this thread if you have additional questions.

Yes, this seems to be the standard response for this request.  I have submitted feedback along with what seems to be many others.  Exporting to EXCEL is the current process for me but is extremely time consuming as there are formatting obstacles that make it more difficult than it should be.  But thank you for confirming that it has not been addressed.  Since I see this issue going back as early as 2018, with many complaints and much feedback to Quickbooks, this once again makes me question my choice to go with QBO.  

@T B F  RE: Since I see this issue going back as early as 2018, with many complaints and much feedback to Quickbooks, this once again makes me question my choice to go with QBO.

QuickBooks Desktop - the real QuickBooks - has had this ability for at least 30 years. Intuit knows how to create the report. It seems they just don't want to. After all, it's so much more fun to add AI features and advertisements to sell you more stuff.

@T B F 

"Many banking institutions require this aging when looking at your business reports."

Is this possibly just one lender (and perhaps one specific loan officer/employee) you're working with?  I have worked with many lenders and never seen one that can't accept the QBO A/R Aging reports as-is.    

Hi, I had the same problem and I have used 'Invoice List' under the 'Who Owes You' heading.  This lists all invoices by invoice date together with the open balance.

It's not perfect but I've sent it to the factoring company, so fingers crossed.