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What's important about the Modify Report window

The selections you make in this window change the current report. You can make as many—or as few—changes as you need.

Important fields

Report Dates

Report Dates

Columns

Columns

Include

This setting affects which accounts appear in transaction detail reports.

  • Select All to include all accounts in the report, regardless of whether there was any activity in the account during the time covered by the report.

  • Select In Use to include only those accounts used during the report period.

Open balance/Aging

This setting determines how QuickBooks calculates a customer's open balance in the aging report.

  • Select Current to show the customer's open balance as of today. All payments received through today's date are reflected in the open balances shown in the report.

  • Select As of Report Date to show the customer's open balance as of the ending date of the report. This lets you view your customers' open balances as of a date other than today. Payments received after the ending date of the report are not reflected in the open balances shown in the report.

Days past due

This setting limits the collections report to invoices that are past due by a specific number of days. For example, entering 60 excludes invoices that are past due by 59 days or less. To show all past due invoices, enter 1.

The number of days you enter here override the number of days entered in the Aging field of the Report Filters window.

Filters

Filters
KB ID# H_RPT_MODIFYRPT_WINDOW_COLLECTIONSLAYOUT
9/26/2016 6:52:59 PM
PPRDQSSWS406 9138 Pro 2017 954b74