How to Generate an A/R Account Name & Address Report

The A/R Account Name & Address report is a listing of accounts by name or account number & type. It is generally used to verify the account addresses.

Use the following steps to generate an A/R Account Name & Address Report:

1. Click on the Business tab, click Accounts Receivable, and select Account Name & Address Report.

2. If applicable, in the Search By section, select the Account Name (selected by default) or Account Number radio button.

3. If applicable, enter the Start At and/or End At A/R accounts or click on the Search icon to search for an A/R Account through the A/R Account Management dialog box.

Note: Refer to How to Search for an A/R Account for more information on how to use this feature.

4. If applicable, click on the Account Type drop-down menu to select an option.

5. If applicable, click on the Include Deactivated selection box.

6. If applicable, click on the Include Account Address selection box.

7. If applicable, in the Sort By section, select one of the following radio buttons: Account Name (selected by default), Account Number, Account Type and Name or Account Type and Number.

8. Click on the Generate Report button or click on the Clear All button to remove all input information and reset the fields to their default values.

9. To download the report in an Excel, PDF or Word file format select the corresponding option and click the Export button.

Note: All exported file types have the Save (Download) or Print options.

10. click on the Back button to return to the Account Name & Address Report screen.