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dmills1
May 21, 2025
Question

How can I produce a report that accurately reflects the actual ship to address? It only shows the default ship to address in the customer file.

  • May 21, 2025
  • 1 reply
  • 0 views

I cannot produce an invoice register report that shows actual shipping addresses. This is crucial for reporting in multiple states.

1 reply

Bryan_M
Bryan_M
May 21, 2025

A pleasant day to you, @dmills1. I'll gladly walk you through the process of generating a report that will show you the actual ship-to address of your customer. I believe this will efficiently help perform your task smoothly.

 

To produce a page that reflects the delivery addresses of your customers, you can run the Transaction List by Customer report. Luckily, In QuickBooks Online Advanced, you'll be able to customize this and choose the correct columns that will reveal the information you want to see when pulling it up.

 

Here's how:

 

  1. On the left panel page, select Reports.
  2. Pick Standard Reports. Enter the Transaction List By Customer in the search field and click it once shown.
  3. Go to the Columns section. Then, hover your cursor in the More Columns tab and search Ship.
  4. Choose the Transaction dropdown below. After that, checkmark the Ship Street to show the customer's shipping addresses.
  5. If you want to have a separate column for the street, city, state, zip, and country, move forward to the Customer option and tick all the options.
  6. To ensure that only customer invoices will show, transfer to the Filter section. The three boxes should contain Transaction type, Equals, and Invoice.
  7. Once perfectly done, the details you need will automatically generate.

 

Additionally, you can visit this article if you wish to save this report outside QuickBooks: Export your reports to Excel from QuickBooks Online.

 

Moreover, to help you streamline your reports and arrange data according to your company needs, feel free to interact with QuickBooks Live Expert Assisted.

 

Rest assured, this will help you achieve your goal, @dmills1. Have your way back in the comment section if you have additional questions about pulling up a report containing specified information. I'm always here. Keep safe and have a wonderful day!

D
dmills1Author
May 22, 2025

Thanks for your reply, but this does not seem to work as you propose. The Ship To will populate the default shipping address as contained in the customer record. However, if you type in a different shipping address in the invoice field and then try to run that transaction report, the fields will come up blank. The report doesn't seem to recognize that data.

    J
    Jelayca V
    May 22, 2025

    I recognize the importance of having precise shipping address details for your reporting, @dmils, especially when managing transactions across multiple states. I recommend marking the Ship to checkbox when generating the Transaction List by Customer report. This will reflect the specific address associated with each invoice transaction, rather than the default from the customer’s profile.

    Here's how:

    1. Navigate to Reports, then Standard reports.
    2. Enter Transaction List by Customer in the search field.
    3. Click Columns, then hover over the Reorder tab.
    4. Tick the box for Ship to.
    5. Optionally, apply any other filters you need.



    If you've completed these steps and the Ship to column still appears blank, consider accessing QuickBooks Online using an incognito or private browsing window. This will give you a clean slate for troubleshooting, as browsers sometimes accumulate data that can lead to unexpected behaviors.

     

    Depending on your browser, you can use the following shortcuts:

     

    • Google Chrome and Microsoft Edge: Ctrl+ Shift + N
    • Mozilla Firefox: Ctrl + Shift + P
    • Safari: Command + Option + P

     

    If the Ship to column the intended address correctly, please return to your regular browser and clear the cache for a fresh start. Additionally, switching to other supported browsers could also be worth a shot. 

     

    You can also save the current report settings by clicking Save As or Save Customization, so you won’t have to go through the customization process again if you need the same information in the future. For more details, please refer to this article: Memorize reports in QuickBooks Online.

     

    If you follow these steps and still encounter issues, please don't hesitate to reach out. I'm here to help you troubleshoot or explore other options to ensure you get the information you need for your reporting. Your success is important to me. Take care. 

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