How to Run Accounts Receivable Report in QuickBooks Online
Managing accounts receivable is a crucial aspect of running a successful business. QuickBooks Online, being one of the most popular accounting software, offers a comprehensive set of tools to help businesses keep track of their receivables. One of the essential features of QuickBooks Online is the ability to generate an accounts receivable report, which provides a detailed overview of your outstanding invoices, payments, and customer balances. In this article, we will guide you through the process of running an accounts receivable report in QuickBooks Online.
Step 1: Accessing the Reports Menu
To begin, log in to your QuickBooks Online account and navigate to the Reports menu. You can find the Reports menu by clicking on the gear icon in the upper-right corner of the screen and selecting “Reports” from the dropdown menu.
Step 2: Searching for the Accounts Receivable Report
Once you are in the Reports menu, you will see a list of available reports. To find the accounts receivable report, you can either scroll through the list or use the search bar at the top of the page. Type “Accounts Receivable” in the search bar, and the report should appear in the search results.
Step 3: Selecting the Report Format
After finding the accounts receivable report, you will see several options to select the format in which you want to view the report. QuickBooks Online offers various formats, such as PDF, Excel, and CSV. Choose the format that best suits your needs.
Step 4: Customizing the Report
Before running the report, you may want to customize it to fit your specific requirements. QuickBooks Online allows you to filter the report by date range, customer, or other criteria. To customize the report, click on the “Filter” button and select the desired options.
Step 5: Running the Report
After customizing the report, click on the “Run Report” button. QuickBooks Online will generate the accounts receivable report based on your selected criteria and format. The report will be displayed on your screen, and you can view it, print it, or save it to your computer.
Step 6: Exporting the Report
If you need to share the accounts receivable report with others or use it in another application, you can export it in various formats. Click on the “Export” button, and select the desired format, such as PDF or Excel. This will allow you to save the report on your computer or email it to someone else.
Conclusion
Running an accounts receivable report in QuickBooks Online is a straightforward process that can help you stay on top of your receivables. By following these simple steps, you can generate a detailed report that provides valuable insights into your outstanding invoices, payments, and customer balances. Utilizing this feature can help you make informed decisions and improve your cash flow management.
