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Denise61000
March 22, 2023
Question

How do you make a report that does sales for the year broken down by City, State, zip

  • March 22, 2023
  • 1 reply
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Original commenter did not share additional details

1 reply

Angelyn_T
Angelyn_T
March 22, 2023

Thank you for posting your first concern in our forum, @Denise61000. I'll help you with pulling up your sales report for the year broken down by City, State, and Zip code.

 

At this time, you can run the Sales by Location Detail report to see your sales performance of all linked localities. You can group it by Location to generate the amounts per place. Here's how:

 

  1. Click on Reports at the left pane, then look for Sales by Location Detail.
  2. Filter the Dates.
  3. Select Location under Group by.
  4. Tap on Run report to refresh the page.

 

However, it only defaults to the data you've entered on the Location field when tracking your sales.

 

I can see your interest in getting the breakdown of your sales by city, state, and zip. For now, you can also open the Customer Contact List to get this information. 

 

  1. Select Customer Contact List from the Reports tab.
  2. Go to the small gear icon.
  3. Add the information you need (city, state, zip).
  4. Click on Run report.

 

Once done, export both reports to Excel. Then, customize the data from there manually.

 

I'm adding these resources for more hints while running your sales reports with our system:

 

 

Additionally, you may save the current customization settings of your report for future use. You can read through the resources from this article as your guide: Memorize reports in QuickBooks Online.

 

I'm always here to extend my help if you have follow-up questions while managing your sales data in QBO. Just leave a comment below. Have a great day ahead!

D
Denise61000Author
March 22, 2023

we import into QB online and that information is not there, we can not even run the report by zip code, we only do business in 2 states

J
JamesAndrewM
March 22, 2023

Hey there, @Denise61000. Thanks for getting back to the thread and making some follow-ups. I will be providing some pointers about your files imported to QuickBooks Online.

 

Please know that I understand how this feature can help you manage transactions within your company. However, as of now, we only have the option to export. 

 

On the other hand, when importing data, only a subset of the data is accepted and imported into the program. I'll list the information that you can get into your QBO company below:

 

  • Bank Data
  • Customers
  • Vendors
  • Chart of Accounts
  • Products and Services
  • Invoices

 

For more information, please see this page: Common questions about importing data to QuickBooks Online.

 

Feel free to browse this article to learn how to import a list of your products and services from Excel or Google Sheets to QuickBooks Online: Import products and services into QuickBooks Online.

 

For additional QuickBooks-related concerns, don't hesitate to post them here in the Community. We're always available and willing to lend a hand to your queries. Have a great day ahead.

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