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arkvalleyinfo
December 11, 2018
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I need to create a report that shows total Invoice Sales broken down by State. Please help?

  • December 11, 2018
  • 5 replies
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Need a report that shows Total Invoice Sales per State...
Best answer by Rustler
I use the windows version and am not familiar with Mac reporting capabilities or reporting

reports>sales>by customer detail also may help, click the customize button select the field name state then use the drop down arrow by the total by field and also select name state

The report on sales tax revenue summary will show instate and out of state total sales but cannot be set to show each out of state amount

reports>sales>by ship to address may help if you used that field




5 replies

Rustler
RustlerAnswer
December 11, 2018
I use the windows version and am not familiar with Mac reporting capabilities or reporting

reports>sales>by customer detail also may help, click the customize button select the field name state then use the drop down arrow by the total by field and also select name state

The report on sales tax revenue summary will show instate and out of state total sales but cannot be set to show each out of state amount

reports>sales>by ship to address may help if you used that field




    A
    arkvalleyinfoAuthor
    December 11, 2018
    It may be a limitation in the Mac version... I don't have that as an option in my customer detail...
    K
    Kellyj7364
    December 11, 2018

    I use the "Sales Tax Liability" report under Vendor (Vendores/Sales Tax/Sales Tax Liability).  Enter the period you want sales by state for and the left column the total.  I collapse the report to get just the summary not all the jurisdictions within the state.

    T
    Teri11_2
    December 11, 2018
    I assume that would only work if you pay sales tax.
    T
    Teri11_2
    December 11, 2018
    Assume you are doing state income tax...QB can only output what is input... 

    Where in your input did you indicate which sales related to which state?
    Was that defined by job or customer or shipping address or special code?

    The data must first exist, and be located, to be used as a report sorting criteria.
    A
    arkvalleyinfoAuthor
    December 11, 2018
    I have the state in the billing and shipping address in the Customer Center.
    J
    JM_hollings
    March 1, 2019

    I could not find a report or anyway to get the information I needed for Sales by State either. SO.... what I did was create a "sales tax item" for each state.  I tried it for the first month in January2019 and it worked. Then for each invoice/sales receipt I entered the appropriate sales tax item for the state invoice was shipped to, I also have an "out of country" sales tax item for foreign sales (we sell worldwide).  I generated my sales tax report, it is now very long.  However, it worked and my report shows monthly sales for the different tax locations in my state, (which I need to fill out my monthly sales tax report,) it shows total sales for different states, (which I will use if we every have to send sales tax to different states, we don't at this time), and it shows total sales for all foreign countries.  I export that report into EXCEL to add things up and get totals, such as all different tax locations and a total for All States.  The sales tax report is now long and cumbersome, and it took a while to create a "sales tax item" for every state, but it worked and my sales tax report gives me "Sales broken down by State."  Hope this helps.

    C
    Charies_M
    March 1, 2019

    Hello there, JM_hollings.

     

    I appreciate the steps you've shared as an alternative for creating a report that will show the total Invoice Sales broken down by State.


    The workaround will definitely help other posters that may have the same problem. Please know that the Community is a one stop shop for help about QuickBooks.

     

    Allow me to add this link to get more information for a certain topics you'd like to know more about: QuickBooks Resource Center.

     

    Please know that you're always welcome to post any questions you may have or want to share your insights and practices using the product. I'd be glad to assist you further.

    T
    Turner_TX
    January 7, 2020

    Just playing with the Sale>Sales by Customer Detail report. My issue is I have customers with a single billing address but locations in multiple states. I tried adding the Name State field and sorting by that column, but that only uses the billing address state. 

     

    Looking further, I found there is a Ship to State field. You cannot currently sort by this field, but at least you can export to Excel and sort it there.

     

    Hope this helps. Using the Windows desktop Enterprise Solutions version of QB.

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