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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 can’t create horizontal AR aging reports with separate columns for each aging bucket. The native reports only display aging buckets vertically, making it impossible to get the columnar layout you need for proper analysis.
Here’s how to transform your QuickBooks AR data into a horizontal aging report with custom columns for Current, 1-30, 31-60, 61-90, and 90+ day buckets.
Build horizontal aging reports using Coefficient
The solution involves importing your QuickBooks AR data into Excel or QuickBooks data into Google Sheets, then using spreadsheet tools to create the horizontal layout QuickBooks can’t provide.
How to make it work
Step 1. Import your AR aging data from QuickBooks.
Use Coefficient to pull in your A/R Aging Detail or A/R Aging Summary report. This gives you customer names, invoice details, amounts, and aging information in a format you can work with.
Step 2. Create aging bucket columns with formulas.
Add calculated columns for each aging period. Use formulas like =IF(TODAY()-[Due Date]<=30,[Amount],0) for the 1-30 day bucket. Repeat this pattern for each aging period you need (31-60, 61-90, 90+).
Step 3. Build a pivot table for horizontal display.
Create a pivot table with customer names in rows and aging periods as columns. Set invoice amounts as values. This transforms the vertical QuickBooks data into the horizontal layout you want.
Step 4. Set up automated refresh.
Schedule hourly or daily data refreshes so your horizontal aging report stays current. Your pivot tables and formulas automatically recalculate with fresh QuickBooks data.
Step 5. Add conditional formatting and analysis.
Highlight overdue accounts with color coding. Add summary statistics by aging bucket or combine with other QuickBooks data for comprehensive receivables analysis.
Get the aging report QuickBooks can’t deliver
This approach eliminates manual Excel exports and gives you a live, customizable horizontal AR aging report that updates automatically. Start building your horizontal aging reports today.
