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February 1, 2024
Question

Need a Sales Report Sorted by Shipping City or Zip Code

  • February 1, 2024
  • 1 reply
  • 0 views

How can I report sales (or invoices) by shipping city or zip code?

I am able to report by shipping "address", but this field begins with street number/name and I can't isolate the city or zip code for sorting.

1 reply

Tori B
February 1, 2024

Hey there, @brixie.

 

Thanks for reaching out. I hope you're having a great day so far. 

 

To clarify, have you tried to run the Sales by Location Detail report? If not, i recommend giving that report a shot. This way, you'll be able to pull up the information you're looking for in your report. 

 

Before we start, 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. If you haven't already, here are some steps:

 

  1. Go to Settings, then choose Account and Settings.
  2. Tap Advanced.
  3. Pick the Edit icon in the Categories section.
  4. Select the checkbox to track locations.
  5. Hit Save, then Done.

 

For more information about the steps provided above: How to track location in QuickBooks Online?.

 

Once done, you're all set to running the Sales by Location Detail report. Here's how:

 

  1. Go to the Reports menu at the left pane.
  2. Look for and 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.

 

Please don't hesitate to let me know if you have any questions or concerns. Take care!