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rabezold
November 30, 2022
Solved

Sales by Ship to Report

  • November 30, 2022
  • 3 replies
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Can someone tell me in the "Sales by Ship to" Report, where are the subcategories info being pulled rom?

 

Some of the cities showing are misspelled and wanted to correct this.

Best answer by BigRedConsulting

The report is grouped by City, State based on each sale's ship to address as saved on each transaction (not the ship to address on the customer name, which can be different.)  So, if spelled wrong on the report, double click to open the sale and fix the address there and the report will update.

3 replies

R
Rea_M
November 30, 2022

Hello there, @rabezold.

 

I'll gladly share some insights about the information displayed in the Sales by Ship To Address report so you can manage your data in QuickBooks Desktop (QBDT) accordingly.

 

The Sales by Ship To Address report shares details related to your customers and sales items. The subcategories information are being pulled from the accounts linked to your items. If you wish to update them, you'll have to visit the Item List window and edit the item's account. 

 

 

On the other hand, the cities showing in the Sales by Ship To Address report is related to your customers' address info. To correct misspelled cities, you'll need to edit your customer's data from the Customer Center.

 

 

You can refer to this article for the complete details how QuickBooks generates reports: Understand reports.

 

Also, you may want to check out this article as your reference to learn the different ways you can track customer transactions in QBDT: Get started with customer transaction workflows in QuickBooks Desktop.

 

If you have any other concerns about reports or questions about managing data and transaction in QBDT, I'm always ready to help. Take care, and I wish you continued success, @rabezold.

D
dlpcpa1
January 24, 2023

Hello,

 

Our platform is Enterprise 10.0.

 

I need to run/export sales by ship to state - not invoice date.  

 

None of the examples work on the version above.

 

Please advise how to run a report.

 

Thank you

G
Giovann_G
January 24, 2023

Thanks for joining the thread, dlpcpa1.

 

Reports are displayed by QuickBooks Desktop in accordance with a set of rules known as a Report set. Information is taken from the data file and shown as a collection of transaction lines using this set of instructions. Running the Sales by Ship To pulls data based on the invoice date or creation date.

 

You can personalize and include the Ship to State column to get the data you require. Export your report to Excel after that. You may then add more customization from there.

 

Here's how:

 

  1. Go to the Reports menu, then hover your mouse to Sales.
  2. Choose Sales by Ship to Address.
  3. Click the Customize Report button.
  4. Add the Ship To State column under the Display tab, then hit OK.
  5. Ensure you have the correct reporting period.
  6. Click the Excel dropdown to export your report to Excel.

 

You can also make use of the QuickBooks Advanced Reporting function that comes with QuickBooks Desktop Enterprise. This will allow you to customize your report based on your specific needs. Check out this link for more details: QuickBooks Advanced Reporting (QBAR) FAQ.

 

Thank you for dropping by. If you have additional inquiries concerning QuickBooks, feel free to leave a comment below. I'll be pleased to assist you.

BigRedConsulting
BigRedConsultingAnswer
December 1, 2022

The report is grouped by City, State based on each sale's ship to address as saved on each transaction (not the ship to address on the customer name, which can be different.)  So, if spelled wrong on the report, double click to open the sale and fix the address there and the report will update.

R
rabezoldAuthor
December 1, 2022

There is no ship to on our invoices....what do you mean by in the transaction?

 

See attached photo.   As you can see    "eRLANGER"  is spelled incorrectly and I want to correct this spelling of the city but it is in the subtitles of the report.   So where is QB pulling this from.  It is not under any customer info:  not under the billing or ship to addresses.

 

I also have it with another city but it is not in this photo.

 

 

See attached photo.

C
CharleneMaeF
December 1, 2022

I know how important it is to correct the address, rabezold. I'm here to help you out.

 

The transactions that BigRedConsulting is referring to are the invoices listed under the misspelled city.

 

I'd recommend opening an invoice on the report by double-clicking it. On the Bill To and Ship To fields, locate the misspelled address. Then, fix the details to update the report. 

 

If the issue persists, I'd recommend running Verify and Rebuild Data utility. The tool scan data issues within the company file and self-resolves them. Beforehand, make sure QuickBooks Desktop is up-to-date. This ensures you always have its latest features and fixes. 

 

Follow the steps below on how to verify data:

 

  1. On the top menu, click File.
  2. Choose Utilities.
  3. Select Verify Data.
  4. Click OK if QuickBooks detected no problem with your data.
  5. If Verify finds an issue with your data, you'll be prompted to Rebuild Now or View Errors.
  6. Click Close or View Errors and take note of the specific error message.

 

Next, here's how to rebuild data:

 

  1. On the top menu, click File.
  2. Choose Utilities.
  3. Select Rebuild Data.
  4. Click OK if you receive a prompt to back up your company file.
  5. Click OK if Rebuild has been completed, and proceed to the next step.
  6. Run Rebuild Data again to make sure there's no error.

 

Once done, run the report to ensure the details are fixed.

 

You may also consider checking out this article to learn more about personalizing your reports to get the all details you need: Customize Reports in QuickBooks Desktop.

 

Please update us if you have more questions about managing your reports. I'm here to help you. Stay safe, and have a great day!

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