)
Written by
Table of Contents
“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Aging bucket data fields aren’t accessible in QuickBooks report customization because they’re runtime calculations, not stored fields. This fundamental limitation prevents users from building custom aging reports with the data they need.
Here’s how to gain direct access to the underlying data needed to create custom aging buckets with complete flexibility and control.
Access aging bucket data using Coefficient
QuickBooks stores invoice date, due date, amount, and balance but calculates aging buckets during report generation. QuickBooks doesn’t expose the aging calculation logic or results as fields you can select in custom reports.
How to make it work
Step 1. Import core data fields from QuickBooks.
Use Coefficient to import from Invoice Object with Transaction Date, Due Date, Original Amount, Balance, and Days Overdue (calculated as TODAY() – Due Date). This gives you access to all the data QuickBooks uses internally.
Step 2. Create aging bucket fields with formulas.
Build Method 1 – Formula-based buckets: Current = IF(Due_Date >= TODAY(), Balance, 0), Past_Due_1_30 = IF(AND(Due_Date < TODAY(), Due_Date >= TODAY()-30), Balance, 0). Build Method 2 – Dynamic bucket assignment: Aging_Bucket = CHOOSE(MATCH(TODAY()-Due_Date, {-999,1,31,61,91}, 1), “Current”, “1-30 Days”, “31-60 Days”, “61-90 Days”, “Over 90 Days”).
Step 3. Build advanced field calculations.
Create Weighted Average Days: SUMPRODUCT(Balance * Days_Overdue) / SUM(Balance). Add Aging Score with custom scoring based on amount and age. Build Collection Priority that ranks customers by aging severity. Calculate Projected Write-offs based on historical collection rates by bucket.
Step 4. Add data enhancement and flexibility.
Create any bucket configuration (weekly, bi-monthly, custom periods). Build separate aging schedules for different customer types. Generate comparative aging (current vs. prior period). Design collection workflows based on aging stages.
Step 5. Enhance with additional data sources.
Merge with payment history for collection patterns. Add customer credit scores or risk ratings. Include promised payment dates and compliance tracking. Calculate interest or late fees by aging bucket automatically.
Build the aging bucket fields QuickBooks hides
This approach provides complete access to build the aging bucket fields that QuickBooks hides, enabling truly customized AR aging analysis with any configuration you need. Start accessing your aging bucket data today.
