How to Export an Accounts Receivable Aging Report as a CSV File in QuickBooks

In QuickBooks, users can download a CSV file of the Accounts Receivable Aging Report. Here's a step-by-step guide on how to do this, depending on whether you are using QuickBooks Online or QuickBooks Desktop.

For QuickBooks Online:

1. Log in to your QuickBooks Online account.
2. Navigate to Reports:
   • In the left-hand navigation bar, click on Reports.
3. Find the Accounts Receivable Aging Report:
   • In the search bar at the top of the Reports page, type "Accounts Receivable Aging".
   • Select either the Accounts Receivable Aging Summary or Accounts Receivable Aging Detail report.
4. Customize the Report(optional):
   • You can customize the report by selecting the date range and any other parameters by using the filter options at the top of the report.
5. Export to CSV:
   • Once the report is displayed, click the Export icon (a box with an arrow pointing out) at the top-right of the report.
   • Select Export to Excel.
   • The report will be downloaded as an Excel file, but you can open it in Excel and save it as a CSV by going to File > Save As, then selecting CSV (Comma delimited) from the list of file types.

For QuickBooks Desktop:

1. Open QuickBooks Desktop and go to your company file.
2. Navigate to Reports:
   • From the menu, click on Reports, then select Customers & Receivables.
3. Select the Accounts Receivable Aging Report:
   • Choose either the A/R Aging Summary or A/R Aging Detail report.
4. Customize the Report(optional):
   • You can customize the date range and filters as needed by clicking on the Customize Report button.
5. Export to CSV:
   • Once the report is displayed, click on the Excel button at the top of the report.
   • In the drop-down menu, select Create New Worksheet.
   • In the popup window, select CSV (Comma-Separated Values) instead of Excel workbook.
   • Click Export. The CSV file will be saved to your computer.

Key Differences:

• QuickBooks Online requires you to export to Excel first and then convert the file to CSV, while QuickBooks Desktop allows you to export directly to CSV.

These steps will allow you to download your Accounts Receivable Aging Report as a CSV file, which you can then use for analysis, sharing, or import into other systems.