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September 17, 2024
Question

How to generate a report for Sales by Location?

  • September 17, 2024
  • 1 reply
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Need a specific report created based on 2023 year for sales by location

1 reply

September 17, 2024

You can generate the Sales by Location Detail or the Sales by Location Summary report and just set the date to 2023 to obtain the information you need, mmalone. The first report will list your sales by location ( total units and sales amounts for each site), and the latter will give the total units and sales amounts for every location.

 

To open the report, simply follow these steps:

 

  1. Head to the Reports menu on the left panel and type Sales by Location Detail or Sales by Location Summary in the Find report by name field.
  2. On the report's screen, select Switch to classic view.
  3. Click the Report period drop-down and choose Last Year.
  4. Select the Customize option if you wish to include specific details in the report.

For more insights on how to tailor reports that fit your specific needs, open this link to view the full details: Common custom reports in QuickBooks Online.

 

Additionally, utilize these resources to view the list of reports included in your subscription, including the steps to switch the accounting method of your reports:

 

Moreover, we offer a new service that facilitates users in efficiently managing their accounting needs. With QuickBooks Live Expert Assisted Bookkeeping, our team of experts is ready to guide you through a wide range of bookkeeping services such as the following:

  • Automating the use of QuickBooks
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Drop a comment below if you still need guidance customizing your reports or completing a specific QuickBooks task. The Community is available round the clock to assist you further.