Creating Supporting Reports to Help Make Business Decisions

Creating Supporting Reports to Help Make Business Decisions

1. Accounts Receivable Aging Report

   • If not already done, open Company file
     • Report Center (+) Customers & Receivables (+) Double Click A/R Aging Summary
       • Set report date
         • To insert report date:
           • In date menu bar click on calendar and choose from drop down OR type in date in text box
           • Customize Report (+) Display (+) Type in date in
         • To further investigate a receivable, double click on the balance owed
           • Double click on the invoice to investigate even further

2. Customer Balance Summary

   • If not already done, open Company file
     • Report Center (+) Customers & Receivables (+) Customer Balance Summary
       • Set report date

3. Inventory Valuation Summary

   • If not already done, open Company file
     • Report Center (+) Inventory (+) Inventory Valuation Summary
       • Set report date
         • Double click on invneotry item to see Inventory Valuation Detail

4. Accounts Payable Aging Summary

   • If not already done, open Company file
     • Report Center (+) Vendors & Payables (+) A/P Aging Summary
       • Set Report Date (+) Refresh
         • Douglas click on amounts in Current column to further investigate liability

Images and files in the map

• RPPC Inc - QuickBooks Accounts Receivable Aging Reports (Embed)
• Create An Inventory Valuation Summary Report - Free QuickBooks Tutorials (Embed)
• Creating and Printing Customer Balance Summary (Embed)
• QuickBooks Pro 2018 Accounts Payable Aging Report (Embed)