Skip to main content
January 19, 2024
Question

How can you assign invoices or sales to a specific state, so you are able to see sales by state?

  • January 19, 2024
  • 1 reply
  • 0 views
Is this done during invoice creation? If so, how?

1 reply

January 20, 2024

Hi there, amina. I can assist with setting up location tracking for sales tax purposes in your state.

 

QuickBooks' location tracking feature allows you to assign locations to transactions, customers, vendors, and employees. This helps you better understand how your business performs in different areas and makes creating reports specific to certain locations easier. With location tracking, you can filter your transactions by location, making finding and organizing your data easier. 

 

Please note: This feature is only available for QuickBooks Online Plus and QuickBooks Online Advanced.

 

Before setting up the location feature, you'll have to turn on the track locations first; here's how:

 

  1. Go to the Gear icon, then select Account and Settings.
  2. Choose Advanced.
  3. In the Categories section, tap the Edit icon.
  4. Enable the checkbox to track locations.
  5. Click Save, then Done.

 



 

Once you're done, enable the location tracking. Then, we can add the state you want. Here's how:

 

 

  1. Go to the Gear icon, then select All lists.
  2. Choose Locations.
  3. Tap New, then add the Name of the location you want to track.
  4. Click Save and close.

 


 

 

Once location tracking is enabled, you can create and assign location tags to transactions such as invoices, bills, and expenses. This allows you to generate location-based reports that better understand how each location performs financially.  

 

For more detailed steps, you can refer to this article: Set up and use location tracking in QuickBooks Online

 

Incase in the feature, if you want to manage financial reports by adding or removing some data, you can check this article: Customize reports in QuickBooks Online.

 

Let me know if you need help setting up or using the location tracking feature. I'll be here to guide you further. Have a great day!