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Rubielyn_J
August 12, 2022

It's a pleasure to have you here, @jcalabrese-blaze.

 

In QuickBooks Online, the Sales by state report is currently unavailable. In the meantime, we can create a custom field and add the state from there. This will be added to the filters on the reports so you can generate a sales by state report. 

 

Here's how:

 

  1. Proceed to the Gear icon and choose Account and settings.
  2. From the Sales tab, click the Sales form content section.
  3. Toggle the Custom fields to turn it on and enter a custom field name in the field given.
  4. Check the Internal and Public (optional). Click Save, then Done.

 

Once done, create a sales transaction as usual, and you'll see the custom field. Enter the state in it and save the transaction.

 

Then, I recommend to run the Sales by Customer Detail report. Then customize it by going to the Rows/columns drop-down. Choose the custom field you created. This will group the data by state. 

 

For your reference, please see the screenshot below:

 

Additionally, you may also check out these articles below on how to add fields on your sales forms and memorize reports in QuickBooks: 

 

 

Let me know if you have additional queries about generating sales by state report. I'll be glad to help you. Have a nice day.