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Building a custom AR aging report with customer names in rows and aging periods in columns is impossible within QuickBooks due to fixed report layouts. The native reports force vertical structures that don’t match standard financial reporting needs.
Here’s how to create the exact report structure you need with live QuickBooks data, professional formatting, and automated updates.
Build professional AR aging reports using Coefficient
QuickBooks locks you into pre-built report formats that can’t be customized. QuickBooks doesn’t provide the flexibility to create columnar aging layouts that financial teams need.
How to make it work
Step 1. Set up data import from QuickBooks.
Use Coefficient’s “From Objects & Fields” method to pull Invoice data. Select Customer Display Name, Invoice Number, Due Date, Amount Due, Balance, and Status fields. Filter for “Open” invoices only to focus on receivables.
Step 2. Create the report structure with aging columns.
Set up columns: A: Customer Name, B: Current (not due), C: 1-30 Days, D: 31-60 Days, E: 61-90 Days, F: Over 90 Days, G: Total Outstanding. This creates the exact layout QuickBooks can’t provide.
Step 3. Build aging formulas for each column.
Current (Column B): =SUMIFS([Balance],[Customer Name],A2,[Due Date],”>=”&TODAY()). 1-30 Days (Column C): =SUMIFS([Balance],[Customer Name],A2,[Due Date],”<"&TODAY(),[Due Date],">=”&TODAY()-30). Continue this pattern for remaining aging buckets.
Step 4. Add enhanced report features.
Create Customer Summary Row: =SUM(B2:F2) for total per customer. Add Aging Percentages: =C2/$G2 to show percentage in each bucket. Include Credit Limit Comparison by importing customer credit limits. Build Collection Priority Score: =([31-60]*1.5 + [61-90]*2 + [Over 90]*3) / [Total].
Step 5. Apply professional formatting and automation.
Add conditional formatting with red for over 90 days, yellow for 61-90 days. Include data bars to visualize aging distribution. Create subtotals by customer type or sales region. Add charts showing aging trends over time. Schedule daily refresh at 8 AM and auto-email to collections team when accounts hit 60+ days.
Create professional AR aging reports that update automatically
This creates a professional, customizable AR aging report with the exact layout and automation that QuickBooks simply can’t provide natively. Start building your custom AR aging reports today.
