Ask the Accountant…
Question: How can I find out which invoices are open and when they are due?
Answer: In QuickBooks Premier, go to:
“Reports” > “Customers and Receivables” > “A/R Aging Detail”
This report will list all of your open invoices and their due dates. It will also “age” the invoices, showing how long the invoices have been out in categories, such as 1-30 days, 31-60 days, etc., so you can see at a glance which invoices have been out the longest.
If you want to see the actual invoice itself, move your cursor over the line of the invoice in the A/R Aging Detail and wait until the cursor changes to a magnifying glass. Double click on the magnifying glass to “drilldown” on the invoice, and you will see the actual invoice.
Please email your questions to Harriet at Ask The Accountant.
QuickBooks Premier and Enterprise can be modified to better serve ad specialty distributors. Harriet Gatter is a QuickBooks ProAdvisor, a former accounting professor and a former ad specialty distributor. She advises ad specialty distributors to use QuickBooks Premier and Enterprise, often in conjunction with other industry-specific software, to manage the complexities of the ad specialty business, with the results being time saved, errors eliminated and an overall accurate accounting of your business. Contact her at [email protected].
