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“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.”
QuickBooks AR reports can’t display aging buckets as separate columns due to fixed report formats. You’re stuck with vertical layouts that make analysis difficult and don’t match standard financial reporting needs.
Here’s how to create the exact horizontal layout with 30-60-90-120 day aging buckets as individual columns using live QuickBooks data.
Build columnar aging reports using Coefficient
QuickBooks data can be transformed into the columnar aging layout you need through live data import and QuickBooks spreadsheet integration.
How to make it work
Step 1. Import AR data from QuickBooks.
Use Coefficient’s “From QuickBooks Report” option and select “A/R Aging Detail”. Alternatively, use “From Objects & Fields” to pull Invoice object data with Customer, Due Date, and Balance fields.
Step 2. Create aging bucket columns with formulas.
Build formulas for each bucket. Current (0-30): =SUMIF([Days Overdue],”<=30",[Balance]). 31-60 Days: =SUMIFS([Balance],[Days Overdue],">30″,[Days Overdue],”<=60"). 61-90 Days: =SUMIFS([Balance],[Days Overdue],">60″,[Days Overdue],”<=90"). Continue for 91-120 and Over 120 buckets.
Step 3. Structure your report layout.
Set up columns with Customer Name in Column A, Total Outstanding in Column B, then your aging buckets in Columns C-G (0-30, 31-60, 61-90, 91-120, 120+). This creates the exact horizontal display QuickBooks can’t provide.
Step 4. Automate updates and formatting.
Schedule daily refreshes to automatically recalculate aging as invoices age. Add conditional formatting to highlight critical aging periods and summary rows for total receivables by bucket.
Step 5. Add advanced analysis features.
Filter by specific customers or date ranges using Coefficient’s import filters. Combine with customer credit limits or payment history data. Create aging trend analysis by storing historical snapshots.
Get the horizontal aging display QuickBooks can’t provide
This creates the exact columnar aging bucket layout with live data updates that QuickBooks native reporting simply can’t deliver. Start building your custom aging reports today.
