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Tanya-Ultimate
November 10, 2023
Solved

Sales report per state

  • November 10, 2023
  • 3 replies
  • 0 views

Hi! I need to produce a sales report per USA state. I saw a few FAQ instructing to go to Report / Sales by Customer and customize the report by adding the State field. I have done this, however, I don't see the state field or any address field. I am using QB Online. Any advice? Thank you.

Best answer by ShyMae

I'm here to provide the information you need regarding customization of sales reports, @Tanya-Ultimate. 

 

Currently, the state field you've mentioned is unavailable in QuickBooks Online. 

Our team is constantly improving our product for a better user experience. For this feature to be considered, I suggest sending Feedback to our product development team. 

 

To submit your suggestion:

 

  1. Select the Gear icon, then choose Feedback.
  2. Type in your product suggestions.
  3. Select Next to submit.

 

As a workaround, you can export the report to Excel from QuickBooks and manually customize it by adding a state column or box.  

 

Additionally, you have the option to save your personalized reports. You can then print or email these reports to your clients and customers. 

 

I'm always available to assist you in customizing your reports. Don't hesitate to leave me a comment below. 

3 replies

S
ShyMaeAnswer
November 10, 2023

I'm here to provide the information you need regarding customization of sales reports, @Tanya-Ultimate. 

 

Currently, the state field you've mentioned is unavailable in QuickBooks Online. 

Our team is constantly improving our product for a better user experience. For this feature to be considered, I suggest sending Feedback to our product development team. 

 

To submit your suggestion:

 

  1. Select the Gear icon, then choose Feedback.
  2. Type in your product suggestions.
  3. Select Next to submit.

 

As a workaround, you can export the report to Excel from QuickBooks and manually customize it by adding a state column or box.  

 

Additionally, you have the option to save your personalized reports. You can then print or email these reports to your clients and customers. 

 

I'm always available to assist you in customizing your reports. Don't hesitate to leave me a comment below. 

Rainflurry
Rainflurry
November 10, 2023

@Tanya-Ultimate 

 

Try this:

 

Go to Reports

Click 'Custom Reports'

Click 'Create new report'

Click 'Sales'

Click 'Create'

Click 'Columns'

Click 'Clear All'

Under Sales, select the applicable invoice, sales receipts, etc.

Under Other, click 'Customer'

Select the Billing State or Shipping State as appropriate.

 

Make sure the date range is correct.  You may have to mess around with this a bit but I think you should be able to get what you need.

 

 

 

 

 

H
harold21
February 12, 2025

Keep in mind that the Name State field is coming from the customer master and is indicative of where bills are sent, not where the work is done. This can give you incorrect info for tax nexus calculations.

B
bvstone
January 12, 2024

I've written an application using the QBO APIs to do this for myself. 

J
jdykes88
December 13, 2024

Will you share? Cannot understand how shipping address full value shows it, but Shipping State column coming from the transaction is sparely populated in reports. Trying to audit sales that are leading to economic Nexus thresholds being surpassed. not only can no one at  QB explain what isn't that calculation, no report can tie out to it either.

A
Aldren18
December 13, 2024

Allow me to assist you with your reporting, @jdykes88.

 

The Shipping State field is derived from the shipping address saved in each transaction. If this field is not consistently populated, it is due to how addresses are entered or saved during transactions. To ensure accurate reporting, please verify that all sales transactions include complete and precise shipping addresses.

 

Currently, QuickBooks Online does not provide a direct report that aggregates sales by shipping state. I suggest combining multiple reports to obtain the necessary data and importing it to Excel for adjustments for a comprehensive overview.

 

For detailed steps, here's how:

 

 

  1. Run the Transaction Detail by Account and the Transaction List by Customer Report.
  2. Click on the Customize button to adjust the report settings as needed.
  3. Make sure to include relevant fields.
  4. For each report, click on the Export icon and save both reports as separate Excel files.
  5. Combine and review the data for accuracy in Excel.

 

Additionally, ensure that location tracking is enabled in your QuickBooks settings. This feature can significantly improve how transactions are categorized. It’s also important to review how shipping addresses are entered during sales transactions to maintain consistency.

 

Furthermore, I’ve included an informative article that offers insights into exporting and customizing your QBO reports for improved reporting: Customize reports in QBO.

 

Let me know if there’s anything else you'd like to discuss here in the forum regarding reporting in QBO. I'm here to help.

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