To get accounting report data from QuickBooks you need to be logged in into QuickBooks. Then you need to select from the menu Add-ons -> G-Accon for QuickBooks -> Get Accounting Reports -> Aged Receivable Detail.
Select Aged Receivable Detail option from the drop down menu. G-Accon for QuickBooks provides the ability to set up the Date Range for your data manually or you can refresh your data dynamically.
There are required attributes for Aged Receivable Detail report:
- Report Date (Date format D MMM, YYYY)
- Period Of (number of days)
- To Compare with (from 1 to 24 periods)
- Term(s) (required)
- Location(s) (required)
You have the ability to set up the Date Range dynamically. The report data will be calculated based on the selected Date Range.
You can also has the ability to select the Period of Days, to compare with up to 24 previous periods, choose terms and locations.
QuickBooks provides Optional features that might be useful for your business.
Change Pull Settings allows you to perform the following operations:
- Create a new Google Sheet
- Display Report Title
- Display only account codes
- Keep Original Formatting
- Only data rows
- Only report summaries
- Retrieve headers
- Create a data Table around pulled data
- Freeze Data Table Header
- Exclude Auto Refresh
- Remove empty dividing rows
You can also provide the start cell, for instance, A1. And provide the name of the template in Template Name field, for instance, Template #1.
To schedule the auto Refresh, you can use option Schedule a Refresh. The important to remember this settings will take effect only if the master auto refresh process in turned on. See the Automation process explanation.
To execute the process, click on the “Execute” button. The Aged Receivable Detail will be populated on the Google Sheet.