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QuickBooks A/R Aging Summary Report Template for Google Sheets & Excel

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Compatible with

Excel

Google Sheets

Integrations

QuickBooks

Live data

LiveFlow

Template description

This template assists in managing accounts receivable by providing an aging summary that categorizes outstanding invoices by their age, helping businesses prioritize collection efforts. Compatible with Google Sheets and Excel, it enhances receivables management. Integration with LiveFlow offers the advantage of updating this report with real-time A/R data from QuickBooks Online, improving the effectiveness of collections strategies.

Key features

  • Provides a detailed aging summary of accounts receivable to prioritize collections efforts.
  • Enhances visibility into customer payment behaviors and potential credit risks.
  • Supports effective cash flow management with actionable receivables insights.

Who can this template help?

Credit managers and finance teams in B2B companies focusing on credit control

Use cases

Enhances accounts receivable management with detailed aging insights, supporting effective collections strategies and improving cash flow by reducing days sales outstanding (DSO).

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1. Import the template

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2. Connect LiveFlow

Connect to LiveFlow, so you can import live data to your model.

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3. Customize it

Customize the template into anything you like.

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Frequently Asked Questions
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