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February 2, 2024
Question

IS THERE A WAY TO SORT MY INVOICES BY CITY AT YEAR END TO FIGURE MY GROSS RECEIPTS PER CITY TO PAY MY CITY TAX?

  • February 2, 2024
  • 1 reply
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1 reply

February 3, 2024

Good day, mightybuilt.

 

Let me provide some steps for sorting your invoices by city to figure out your tax calculations.

 

First, let's make sure the Track Location setting is turned on. This is to ensure you're able to track your transactions by state in your report. Also, this enables you to specify the location every time you create a transaction like an invoicesales receipt, etc. Here's how we can do this:

 

  1. Go to Settings, then choose Account and Settings.
  2. Select Advanced.
  3. Click the Edit icon in the Categories section.
  4. Turn on Track locations.
  5. Click Save, then Done.

 

After this, we can go ahead and run the Sales by Location Detail report. Here's how:

 

  1. Go to Reports on the left side menu.
  2. Type Sales by Location Detail in the search box.
  3. Pick a Report periodGroup by Location, and Accounting method.
  4. Hit Run Report to display the desired info for this report.

 

When generating the same reports in the future, you can refer to this article to save time: Memorize reports in QuickBooks Online.

 

Let me know how it went and if you have further questions on customizing reports or other QuickBooks-related concerns. This thread is always open. Stay safe!

 

February 7, 2024

awesome worked like a charm!!

February 7, 2024

We appreciate you for coming back, mightybuilt.

Thank you very much! I appreciate you taking the time to let us know that my colleague's solution was able to assist you. I also commend you for following the suggestions and utilizing all of your resources to arrive at the solution you have now.

As always, the Community is brimming with professionals who are knowledgeable in every aspect of QuickBooks, so please don't hesitate to contact us here if you have any questions. We're always happy to assist you on your way to victory. I wish you and your company continued success!