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info1752
Level 1

How to Generate Debtors

How to generate year end statement?
1 Comment 1
Giovann_G
Moderator

How to Generate Debtors

Hello there, info1752.

 

I'll show you how to generate a debtor's year-end statement.

 

Let's make sure your clients' information is up to date before we begin. Then, you can run the Accounts Receivable Ageing Summary or Accounts Receivable Ageing Detail report. I'll show you how.

 

  1. Go to the Reports menu.
  2. In the search bar, type in the Accounts Receivable Ageing Summary or Accounts Receivable Ageing Detail.
  3. Enter the correct reporting period.
  4. Click Run report.

 

For your reference, check out this article for more details: QuickBooks Online year-end guide and checklist.

 

If you need to filter your report or change the layout so that only the information you need is displayed, I've got this resource for more insights: Customise reports in QuickBooks Online.

 

Let me know if you need further assistance with the debtor's statement or report. I'll be here to help you.