M.8 Running Accounts Receivable Reports in QuickBooks® Online (QBO)  

‍Authored by Frances Andrews

Step 1: From your Home page in QBO, open the Reports page

1.1. Click Reports in the left navigation bar.

1.2. Select Standard Reports.

Tip: Click the hamburger icon (three lines) at the top left by “Reports & Analytics” to expand your screen space.

1.3. Select the Accounts receivable aging summary report. You will find it in the “Favorites” section at the top and in the “Who owes you” section. You can also use the search bar at the top of the page. Click on the report to run it.

• Other useful reports to review in the “Who owes you” section are the Accounts receivable aging detail and the Open Invoices reports.

Step 2: Review the Accounts Receivable reports

2.1. Every number in the report is a hyperlink. You can click on it to see the details and then you can click any invoice listed to see the invoice.