A/R history

[mikeward]

Hi.  I am comfortable with our A/R summary that gives a real time look at what we need to collect.  Is there any way I can take a look back and see what A/R was a month ago or even a year ago and take that info to compare/contrast how we are doing on collections by creating a spreadsheet?

[MirandaMel · Accepted solution]

You can run the AR Transactions report with the "as of" date set to the time frame you want it ended by.  I use this frequently to verify our QB to AR in ST.

[MirandaMel · Accepted solution]

You can run the AR Transactions report with the "as of" date set to the time frame you want it ended by.  I use this frequently to verify our QB to AR in ST.

[mikeward · Accepted solution]

Miranda. Thanks!!