To really zero in on the precise data set you want, click Customize. A few customization options appear at the top, like Report period, Aging method, and Days per aging period. When you select A/R Aging Summary, you’ll see at a glance which customers have current balances and those that are 1-30, 31-60, 61-90, and 91+ days past due. The greater your sales volume, the more frequently you should run them. How regularly? That depends on the size of your business. There are five reports listed under Who owes you that you should be creating on a regular basis.
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You can view, edit, and send these, as well as export them as PDF and Microsoft Word files. Management reports opens a list of three reports that can be viewed by a variety of date ranges: Company Overview, Sales Performance, and Expenses Performance. Click Custom reports to see the reports you’ve customized and saved. You’ll land on Standard, which is a complete list of all of the pre-formatted reports that QuickBooks Online offers. Click Reports in the toolbar and scroll down to Who owes you. But to get the most in-depth, customizable, comprehensive view of who owes you, you’ll need to run reports. The Sales Transactions page provides more of your receivables nuts and bolts than the Business overview screen does. Depending on the status of each, these options include commands like Receive payment, Send reminder, Print packing slip, Send, and Void. Click the down arrow next to any of the activity listed there, and you’ll see a menu of options. That is, there’s an Action column at the end of each row. The table of transactions is interactive. Partial view of the toolbar at the top of the Sales Transactions page When you click one of the bars, the list changes to show only that particular set of transactions. The horizontal bar across the top displays dollar and transaction totals for estimates, unbilled activity, overdue (invoices), open invoices, and (invoices) paid last 30 days. To get far more detailed information, hover your mouse over Sales in the toolbar and select All Sales. Other content includes a profit and loss graph and charts showing expenses, income (including open and overdue invoice totals), and sales. The first thing you see when you click the Business overview tab is a cash flow forecast that goes up to 24 months. QuickBooks Online provides a good overview of your current cash flow as soon as you log into the site and see your two-pronged Dashboard.
You should be able to gauge whether you’re making a profit, staying even, or losing money. That information is critical to your understanding of how your receivables are stacking up against your payables. QuickBooks Online offers numerous ways to know whether you’re being paid for your products and/or services and who might be falling behind. “ Are my receivables current?” should be a question you’re asking yourself or your staff frequently. Whether you accept credit cards or bank transfers or issue sales receipts for cash and checks, you need to always know where you stand with incoming payments. Your number one priority, however, is ensuring that your customers are paying you. And you may have numerous questions from customers and vendors that must be addressed. Orders need to be processed as quickly as possible, as do estimates and invoices. You have to stay current with your bills. You have to make sure your products and services are in good shape and ready to sell. There are so many financial details to keep track of when you’re running a small business. QuickBooks Online provides numerous ways for you to know which customers owe you money – and who is late.
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