Skip to main content
March 1, 2021
Question

How can I pull a report on sales by province for 2020, preferably in percentages?

  • March 1, 2021
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

Rebecca R
March 1, 2021

Hello Tennille,

 

The Reports function in QuickBooks Online makes it quick and easy to see a snapshot of your business' income, expenses, and more. There are also tons of options for customization, which makes finding a report to fit your specific needs a straightforward process. I want to help you find a report to meet your business' needs.

 

When it comes to Sales reports, you have a few options. When you navigate to the Reports menu, you can scroll to the Sales and customers tab to get a better look at all the reports you can pull. To determine the right report for you, I'll need some additional details on how you record your transactions and how you specify location. If you simply mean by customer location, you can run a Sales by Customer Detail or Summary report. You can use the Customize option to select the customers you want to run a report for, specifying only customers from a specific region.

 

If you use the Sales Tax module to track sales tax on your transactions, you'll also be able to run a Transaction Detail by Tax Code Report which will be divided up by sales tax code, which essentially breaks your transactions down by province. If you use the Location tracking feature to select a location for each transaction, you can run a Sales by Location Detail or Summary. This report will breakdown your sales by location, so you can see exactly what sales you had and where. For each of these reports you have the option to select a specific Report period at the top, choosing from the options available or selecting Custom to enter your own date range. This'll allow you to view any report by only 2020 transactions.

 

Learn more about how to customize your reports here: Customize reports in QuickBooks Online.

 

These reports won't show percentages but you can use the icon located next to the Printer icon at the top of the report to Export to Excel so that you're able to manipulate the data on your own to suit your needs. You're also welcome to submit feedback on this to our product development team by navigating to the Gear then selecting Feedback. You can share your thoughts on incorporating a percentage view into the report customization options.

 

You'll be running reports to fetch the right data in no time. I wish you all the best!