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Replying to:
Mich_S
QuickBooks Team

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We appreciate you for replying to the thread, @940alex. I have some advice you can use to gather the information you need for the report.

 

Currently, QuickBooks Desktop is unable to create a Customer Notes column. You can only include the Memo column if you customize the report. Having said that, I advise exporting the A/R Aging Summary report to an excel file. This enables you to edit the report from there and get the necessary details.

 

 I'll show you how:

 

  1. Open QuickBooks, click on the Reports menu and choose Reports Center.
  2. Locate and open the A/R Aging Summary report.
  3. Click on the Excel toolbar. 
  4. Make a new Excel workbook, choose Create New Worksheet. If there's an existing workbook that you want to update, hit Update Existing Worksheet. Choose Browse and then locate the workbook on your computer. Please note this replaces the existing workbook.
  5. To format the data, click on Advanced. Only if needed.

 

Here's a module you can browse for more information exporting reports as Excel workbooks in QuickBooks Desktop.

 

Once everything is settled, feel free to also read this guide on how you can fix your monthly account balance in QuickBooks: Reconcile an account in QuickBooks Desktop.

 

Keep in touch so we can help you further with reports or QuickBooks as software. Take care of yourself!

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