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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QuickBooks aging reports have limited sorting options and become outdated quickly, making it difficult to prioritize collection efforts effectively. Interactive sorting lets you organize aging data by multiple criteria to focus on the accounts that will have the biggest impact on cash flow.
Here’s how to create aging reports that sort dynamically and stay current with your accounts receivable data.
Build collection-focused aging reports with unlimited sorting options using Coefficient
Coefficient syncs QuickBooks A/R aging data to Google Sheets while maintaining live connectivity for automatic updates. This gives you the aging accuracy of QuickBooks with the flexible sorting and analysis capabilities your collection team actually needs.
How to make it work
Step 1. Import comprehensive aging and customer data.
Import A/R Aging Summary and A/R Aging Detail reports using “From QuickBooks Report” method for complete aging information. Use “From Objects & Fields” to import Customer and Invoice data for enhanced analysis capabilities. Import Payment data to track collection patterns and payment timing trends. Configure dynamic date-logic filters to maintain current aging calculations automatically.
Step 2. Set up interactive sorting system with multiple criteria.
Create sortable columns for customer name, total balance, current amounts, and aging buckets (30, 60, 90+ days) that respond to user clicks. Implement multi-level sorting capabilities like primary by total balance and secondary by days outstanding. Add custom sorting options including collection priority, customer risk rating, and payment history. Use Google Sheets’ filter views to save different sorting configurations for various team members.
Step 3. Enhance with collection management features.
Calculate collection metrics like average days to pay and payment consistency scores that update automatically. Build customer risk assessment using aging patterns and payment history data. Create collection workflow tracking with status updates and follow-up scheduling. Implement conditional formatting to highlight high-risk accounts and overdue balances automatically.
Step 4. Build specialized sorting scenarios for collection optimization.
Set up risk-based collection prioritization sorting by combination of balance amount and days outstanding for maximum impact. Create customer payment reliability scoring with worst-first sorting for collection focus. Build executive reporting views like top 20 customers by outstanding balance with aging breakdown. Design operational collection management including daily call lists sorted by priority and contact scheduling.
Prioritize collection efforts based on data, not guesswork
Interactive sorting transforms static aging reports into dynamic collection management tools that help you focus on the accounts that matter most. Live data connections ensure your priorities stay current as payments are received and new invoices age. Start building aging reports that actually improve your collection results.
