Create accounts receivable reports



  • Create an A/R by customer report    
    The accounts receivable (A/R by customer) report summarizes uncleared transactions in all your Quicken asset accounts by payee. The report includes one column for each month in the date range you specify.


    If you use the balance forward method of recording payments, the Accounts Receivable report includes all transactions in your report: unpaid invoices, paid invoices, and payments.


    1. Click the Business tab

    2. Click the Reports button, and then choose Accounts Receivable.

    3. In the Date range fields, select another date range. (Optional)

    4. In the Column field, select the columns for the report. (Optional)

    5. Click Customize.

    6. Click the Accounts tab.

    7. Select the asset accounts you want to include.

    • If you have only business accounts, click Clear All, and then select only the accounts you want to include.
    • If you have several types of accounts, click All Accounts on the left, and then click Clear All. Next click Business on the left, and select only the accounts you want to include.

    8. Click the Advanced tab.

    9. In the Status area, select the Not cleared check box, and make sure that the Newly cleared and Reconciled check boxes aren't selected.

    10. Click OK.

    11. Click Save Report to save the report. (Optional)

  • Create a sales by customer report
    1. Click the Business tab.

    2. Click the Reports and choose Banking > Banking Summary.

    3. In the Date range fields, select another date range. (Optional)

    4. In the Column field, select Payee.

    5. Click Customize.

    6. Click the Display tab.

    7. In the Title field, type a title such as Sales by Customer.

    8. Click the Accounts tab.

    9. Select your invoices/receivables account.

    • If you have only business accounts, click Clear All, and then select only the invoices/receivables account you want to include.
    • If you have several types of accounts, click All Accounts on the left, and then click Clear All. Next click Business on the left, and select only the invoices/receivables account you want to include.

    10. Click the Advanced tab.

    11. In the Transfers list, select the Exclude all.

    12. Click OK.

    13. Click Save Report to save the report. (Optional)

  • Create a payment history report from an invoice/receivables account
    Quicken can create a detailed report that shows each customer's payment history, including the date and amount of each payment he or she has made. The following steps describe how to create the report if you're using an invoices/receivables account, not an asset account.


    1. Click the Business tab.

    2. Click the Reports and choose Banking > Transaction.

    3. In the Date range fields, select another date range. (Optional)

    4. In the Subtotal by field, select how you want to group the data in the report.

    5. Click Customize.

    6. Click the Display tab.

    7. In the Title field, enter a title such as Customer Payment History.

    8. Click the Categories tab.

    9. Click Clear All.

    10. At the bottom of the Category list, select only the invoice/receivables accounts.

    11. In the Payee field, select the customer name.

    12. Click the Tag tab to limit the report to one project/job, and select the tag for that project/job. (Optional)

    13. Click OK.

    14. Click Save Report to save the report. (Optional) 

  • Create a payment history report from an invoice/receivables account
    Quicken can create a detailed report that shows you each customer's payment history, including the date and amount of each payment he or she has made. The following steps describe how to create the report if you're using an asset account rather than an invoices/receivables account.


    1. Click the Business tab.

    2. Click the Reports and choose Banking > Transaction.

    3. In the Date range fields, select another date range. (Optional)

    4. In the Subtotal by field, select how you want to group the data in the report.

    5. Click Customize.

    6. Click the Display tab.

    7. In the Title field, enter a title such as Customer Payment History. 

    8. Click the Tag tab to limit the report to one project/job, and select the tag for that project/job. (Optional)

    9. Click the Advanced tab.

    10. In the Transaction types list, select Deposits.

    11. Click OK

    12. Click Save Report to save the report. (Optional)

  • Create a payment history report for multiple customers
    The following steps describe how to create the report if you're using an asset account rather than an invoices/receivables account.


    1. Click the Business tab.

    2. Click the Reports and choose Banking > Transaction.

    3. In the Date range fields, select another date range. (Optional)

    4. In the Subtotal by field, select Payee. (Optional)

    5. Click Customize.

    6. Click the Display tab.

    7. In the Title field, enter a title such as Payment History.

    8. Click the Accounts tab.

    9. Select the accounts to which customer payments are transferred, such as checking and undeposited cash.

    10. Click the Categories tab.

    11. Click Clear All.

    12. At the bottom of the Category list, select only the invoice/receivables accounts.

    13. Click the Payees tab.

    14. Click Clear All.

    15. At the bottom of the Payee list, select the customer name.

    16. Click OK.

    17. Click Save Report to save the report. (Optional)
  • Create an invoice/receivables register report
    1. In the invoices/receivables register, click Report and select Register Report.
    • Tell me more
      Quicken displays a report showing all the transactions in the register. To get instant insight into just one category or payee at a time, you can also create a minireport.

    2. Customize the report or graph. (Optional)

    3. Save the report or graph. (Optional)

    4. To return to the register, close the report.


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