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S
shawn36
November 3, 2021
Question

How do i create a Sales reports by country / state / region

  • November 3, 2021
  • 1 reply
  • 0 views
we sell globally and i want to see revenue by country / state / province / territory

1 reply

T
Trish_T
November 4, 2021

Hi shawn36,

 

Welcome to Community!  Having the ability to review revenue by specific fields is a great way to see your transactions at a glance.  QuickBooks Online has several reports to suit your business needs.  I'd be happy to get you in the right direction!

 

You can run the Sales by Location Detail report that includes the sales amounts for each location.  Here's how:

 

1. From the left menu, select Reports 

2. Type Sales by Location Detail in the search bar

3. Click Customize to choose the details you'd like to see

4. Hit Rows/Columns 

5. From the drop-down arrow in Group By, choose Location

6. Checkmark any other preferred items

7. When finished, click Run Report.

That should do it for you!

 

If you have any other questions, please reach back out.  We'd be glad to help you!

 

 

A
anna49
November 8, 2023

Hi there,

We are Canadian Company and operate in US currency (multi-currency, Advanced version of QB online). I need Report Total Sales by State (to see totals for US) in US currency.

Report by Location does not work for me, because the transactions were not assigned with location before.

When I generate "classic" report "Sales by Customer Detail" I can see "foreign amount" (but there is no "shipping province" to filter it out), however, when I generate the same Report in the "new" view, I cannot see "foreign amount" anymore but can see "shipping province" for the customer. Can you please help?

 

Thank you for your time.

Anna

J
JamesM4
November 8, 2023

Hello anna49. Thanks for chiming in on this thread. I'd like to help make sure you get the resolution you need. Could you elaborate more about the goal you're looking to accomplish in QuickBooks? 

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