Retrieve an aging report
Retrieves an accounts receivable, accounts payable, or collections aging report showing unpaid invoices and bills by aging criteria. This report is useful for analyzing receivables, payables, and collection work across summary or detail aging views.
Authorizations
Your Conductor secret key using Bearer auth (e.g., "Authorization: Bearer {{YOUR_SECRET_KEY}}").
Headers
The ID of the End-User to receive this request.
"end_usr_1234567abcdefg"
Query Parameters
The aging report type to retrieve.
ap_aging_detail, ap_aging_summary, ar_aging_detail, ar_aging_summary, collections_report "ap_aging_detail"
Filter report rows dated on or after this date, in ISO 8601 format (YYYY-MM-DD). Choose either reportDateMacro or reportDateFrom/reportDateTo. If you omit reportDateFrom, reportDateTo, and reportDateMacro, QuickBooks Desktop uses the current fiscal year to date.
"2025-01-01"
Filter report rows dated on or before this date, in ISO 8601 format (YYYY-MM-DD). Choose either reportDateMacro or reportDateFrom/reportDateTo. If you omit reportDateFrom, reportDateTo, and reportDateMacro, QuickBooks Desktop uses the current fiscal year to date.
"2025-02-01"
A QuickBooks Desktop relative date macro for the report period. Choose either reportDateMacro or reportDateFrom/reportDateTo.
all, today, this_week, this_week_to_date, this_month, this_month_to_date, this_quarter, this_quarter_to_date, this_year, this_year_to_date, yesterday, last_week, last_week_to_date, last_month, last_month_to_date, last_quarter, last_quarter_to_date, last_year, last_year_to_date, next_week, next_four_weeks, next_month, next_quarter, next_year "this_year_to_date"
Filter report rows by account type. Choose only one account filter per request: accountType, accountIds, or accountFullNames.
accounts_payable, accounts_receivable, allowed_for_1099, ap_and_sales_tax, ap_or_credit_card, ar_and_ap, asset, balance_sheet, bank, bank_and_ar_and_ap_and_uf, bank_and_uf, cost_of_sales, credit_card, current_asset, current_asset_and_expense, current_liability, equity, equity_and_income_and_expense, expense_and_other_expense, fixed_asset, income_and_expense, income_and_other_income, liability, liability_and_equity, long_term_liability, non_posting, ordinary_expense, ordinary_income, ordinary_income_and_cogs, ordinary_income_and_expense, other_asset, other_current_asset, other_current_liability, other_expense, other_income, other_income_or_expense "bank"
Filter report rows by QuickBooks-assigned account IDs. Accepts one or more account IDs. Choose only one account filter per request: accountType, accountIds, or accountFullNames.
["80000001-1234567890"]Filter report rows by account fullName values, case-insensitive. A fullName is a fully qualified QuickBooks name formed by joining parent object names with the object's name using colons. Accepts one or more account full names. Choose only one account filter per request: accountType, accountIds, or accountFullNames.
["Corporate:Accounts-Payable"]Filter report rows by entity type, such as customer, vendor, employee, or other name. Choose only one entity filter per request: entityType, entityIds, or entityFullNames.
customer, employee, other_name, vendor "customer"
Filter report rows by QuickBooks-assigned entity IDs. Accepts one or more entity IDs. Choose only one entity filter per request: entityType, entityIds, or entityFullNames.
["80000001-1234567890"]Filter report rows by entity fullName values, case-insensitive. A fullName is a fully qualified QuickBooks name formed by joining parent object names with the object's name using colons. Accepts one or more entity full names. Choose only one entity filter per request: entityType, entityIds, or entityFullNames.
["ABC Corporation:Website Redesign Project"]Filter report rows by item type. Choose only one item filter per request: itemType, itemIds, or itemFullNames.
all_except_fixed_asset, assembly, discount, fixed_asset, inventory, inventory_and_assembly, non_inventory, other_charge, payment, sales, sales_tax, service "inventory"
Filter report rows by QuickBooks-assigned item IDs. Accepts one or more item IDs. Choose only one item filter per request: itemType, itemIds, or itemFullNames.
["80000001-1234567890"]Filter report rows by item fullName values, case-insensitive. A fullName is a fully qualified QuickBooks name formed by joining parent object names with the object's name using colons. Accepts one or more item full names. Choose only one item filter per request: itemType, itemIds, or itemFullNames.
["Services:Consulting"]Filter report rows by QuickBooks-assigned class IDs. Accepts one or more class IDs. Choose only one class filter per request: classIds or classFullNames.
["80000001-1234567890"]Filter report rows by class fullName values, case-insensitive. A fullName is a fully qualified QuickBooks name formed by joining parent object names with the object's name using colons. Accepts one or more class full names. Choose only one class filter per request: classIds or classFullNames.
["Department:Marketing"]Filter report rows by transaction type. Accepts one or more transaction types.
all, ar_refund_credit_card, bill, bill_payment_check, bill_payment_credit_card, build_assembly, charge, check, credit_card_charge, credit_card_credit, credit_memo, deposit, estimate, inventory_adjustment, invoice, item_receipt, journal_entry, liability_adjustment, paycheck, payroll_liability_check, purchase_order, receive_payment, sales_order, sales_receipt, sales_tax_payment_check, transfer, vendor_credit, ytd_adjustment ["invoice", "sales_receipt"]The report detail level to include. Use all for all rows, all_except_summary to omit summary rows, or summary_only to return only summary rows.
all, all_except_summary, summary_only "all_except_summary"
Filter report rows that are posting, non-posting, or either. Posting status refers to whether QuickBooks records the transaction in an account register.
either, non_posting, posting "posting"
Filter report rows updated on or after this date, in ISO 8601 format (YYYY-MM-DD). Choose either updatedDateMacro or updatedAfter/updatedBefore.
"2025-01-01"
Filter report rows updated on or before this date, in ISO 8601 format (YYYY-MM-DD). Choose either updatedDateMacro or updatedAfter/updatedBefore.
"2025-02-01"
A QuickBooks Desktop relative updated-date macro. Choose either updatedDateMacro or updatedAfter/updatedBefore.
all, today, this_week, this_week_to_date, this_month, this_month_to_date, this_quarter, this_quarter_to_date, this_year, this_year_to_date, yesterday, last_week, last_week_to_date, last_month, last_month_to_date, last_quarter, last_quarter_to_date, last_year, last_year_to_date, next_week, next_four_weeks, next_month, next_quarter, next_year "this_month_to_date"
The report columns to include, by column type. Accepts one or more columns.
IMPORTANT: When this parameter is present, QuickBooks Desktop omits its default report columns unless you include them here.
account, aging, amount, amount_difference, average_cost, billed_date, billing_status, calculated_amount, class, cleared_status, cost_price, credit, currency, date, debit, delivery_date, due_date, estimate_active, exchange_rate, shipment_origin, income_subject_to_tax, invoiced, item, description, last_modified_by, latest_or_prior_state, memo, updated_at, name, name_account_number, name_address, name_city, name_contact, name_email, name_fax, name_phone, name_state, name_postal_code, open_balance, original_amount, paid_amount, paid_status, paid_through_date, payment_method, payroll_item, purchase_order_number, print_status, progress_amount, progress_percent, quantity, quantity_available, quantity_on_hand, quantity_on_sales_order, received_quantity, ref_number, running_balance, sales_representative, sales_tax_code, serial_or_lot_number, shipping_date, shipping_method, source_name, split_account, ssn_or_tax_identification_number, tax_line, tax_table_version, terms, transaction_id, transaction_number, transaction_type, unit_price, user_edit, value_on_hand, wage_base, wage_base_tips ["date", "transaction_type", "amount"]Whether to include all accounts or only accounts in use.
all, in_use "all"
The date through which QuickBooks Desktop calculates aging information.
report_end_date, today "report_end_date"
Response
Returns the requested aging report.
The type of object. This value is always "qbd_report".
"qbd_report""qbd_report"
The report category.
general_summary, general_detail, aging, budget_summary, job, time, custom_detail, custom_summary, payroll_detail, payroll_summary "general_summary"
The report type.
balance_sheet_by_class, balance_sheet_previous_year_comparison, balance_sheet_standard, balance_sheet_summary, customer_balance_summary, expense_by_vendor_summary, income_by_customer_summary, inventory_stock_status_by_item, inventory_stock_status_by_vendor, income_tax_summary, inventory_valuation_summary, inventory_valuation_summary_by_site, lot_number_in_stock_by_site, physical_inventory_worksheet, profit_and_loss_by_class, profit_and_loss_by_job, profit_and_loss_previous_year_comparison, profit_and_loss_standard, profit_and_loss_ytd_comparison, purchase_by_item_summary, purchase_by_vendor_summary, sales_by_customer_summary, sales_by_item_summary, sales_by_sales_representative_summary, sales_tax_liability, sales_tax_revenue_summary, serial_number_in_stock_by_site, trial_balance, vendor_balance_summary, 1099_detail, audit_trail, balance_sheet_detail, check_detail, customer_balance_detail, deposit_detail, estimates_by_job, expense_by_vendor_detail, general_ledger, income_by_customer_detail, income_tax_detail, inventory_valuation_detail, job_progress_invoices_vs_estimates, journal, missing_checks, open_invoices, open_purchase_orders, open_purchase_orders_by_job, open_sales_order_by_customer, open_sales_order_by_item, pending_sales, profit_and_loss_detail, purchase_by_item_detail, purchase_by_vendor_detail, sales_by_customer_detail, sales_by_item_detail, sales_by_sales_representative_detail, transaction_detail_by_account, transaction_list_by_customer, transaction_list_by_date, transaction_list_by_vendor, unpaid_bills_detail, unbilled_costs_by_job, vendor_balance_detail, ap_aging_detail, ap_aging_summary, ar_aging_detail, ar_aging_summary, collections_report, balance_sheet_budget_overview, balance_sheet_budget_vs_actual, profit_and_loss_budget_overview, profit_and_loss_budget_performance, profit_and_loss_budget_vs_actual, item_estimates_vs_actuals, item_profitability, job_estimates_vs_actuals_detail, job_estimates_vs_actuals_summary, job_profitability_detail, job_profitability_summary, time_by_item, time_by_job_detail, time_by_job_summary, time_by_name, custom_transaction_detail, custom_summary, employee_state_taxes_detail, payroll_item_detail, payroll_review_detail, payroll_transaction_detail, payroll_transactions_by_payee, employee_earnings_summary, payroll_liability_balances, payroll_summary "trial_balance"
The report title.
"Trial Balance"
The report subtitle.
"As of February 1, 2025"
The accounting basis.
accrual, cash, none "accrual"
The number of rows in the report.
7
The number of columns in the report.
3
The number of title rows for the report columns.
2
The report columns, in display order. Use each column's columnId to match row cells to columns.
The report rows, in display order. Rows can be text rows, detail data rows, subtotal rows, or total rows.
- Text row
- Data row
- Subtotal row
- Total row