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A
AliN
August 26, 2020
Question

How can i run a report of all international sales for the year?

  • August 26, 2020
  • 2 replies
  • 19 views

We need to run a report for all of our international sales, essentially any sale that did not go to a customer in USA. How does one go about doing so?

2 replies

C
CharleneMaeFQuickBooks Team
QuickBooks Team
August 26, 2020

Hello there, @AliN.

 

I'm here to help you run the specific report to view your international sales for the year.

 

If you're using location tracking to record the sales, we can run and customize the Sales by Location Detail report. This report shows your sales grouped by location. And it also includes the total unit and sales amounts for each location.

 

Here's how:

  1. Go to the Reports menu.
  2. Scroll down to the Sales and Customers section.
  3. Select Sales by Location Detail.
  4. Click the Customize button to choose the details you'd like to see.
  5. Ensure to include Location and Class in the Columns.
  6. Click Run Report.

 

If you're not using the feature, let's pull up the Sales by Customer Detail report. Doing so can help you filter the name of the customer that is not in the US. Otherwise, filter it by Tax Name to determine the location.

 

  1. Go to the Reports menu.
  2. Enter Sales by Customer Detail in the Search field and then click to open.
  3. Click Customize.
  4. On the Rows/Column section, you can select the Tax Name.
  5. From the Filter column, you can select the name of the customer.
  6. Once you're done, click on Run report.

 

To learn more about how you can focus on specific details of the reports that fit your specific needs, you can check out this article: Popular custom reports in QuickBooks Online.

 

You may want to consider memorizing the reports in QuickBooks Online. Doing so helps you save the current customize settings for easy access in the future.

 

The Community Team is always around if you need anything else. Have a great day!

A
AliNAuthor
August 27, 2020

Can location tracking be retroactive? If we turn it on now does it take information based on customers in countries we have already sold to?

IamjuViel
IamjuViel
Level 8
August 27, 2020

Hello, @AliN.

 

Once you turn on the Location tracking feature, you'd have to create a list of possible locations and add it to QuickBooks. This is not a retroactive feature.

 

Here's how you can add a location in QuickBooks:

  1. Go to the Gear icon.
  2. Select All Lists.
  3. Choose Locations.
  4. Click the New button.
  5. Enter the location then choose and customize the following options, if needed.
    • Is sub-location
    • This location has a different title for sales forms.
    • This location has a different company name when communicating with customers.
    • This location has a different address where customers contact me or send payments.
    • This location has a different email address for communicating with customers.
    • This location has a different phone number where customers phone me.
  6. Select Save.

You can refer to this article to learn more about setting up the location tracking feature: Customize sales forms by location.

 

Also, I'm adding this blog links that you can as a reference in maximizing the use of class and location tracking in QuickBooks:

Feel free to click the Reply button below if you have any other concerns about Location Tracking. I'm always here to help you out. 

M
Mark_Krieger
February 3, 2022

It is still not possible.

The QBO team could just add a filter for customer country into the customer sales reports, and that would help already.

    L
    lvledoux
    February 4, 2022

    Hi Mark,

     

    I was just looking into this myself and saw that you came to the same conclusion. What I ended up doing is using the Sales by Customer Detail report, adding the Tax Code column and exporting to Excel where I sorted on that column. That is assuming you are taxing domestic customers only which is our case. Wouldn't have had to export if I could group by that column, or as you've mentioned, if the country could be added in the report, but it did the trick for me.

     

    Hope this helps!

      M
      Mark_Krieger
      February 4, 2022

      Hi lvledoux

      Thanks for the idea, but it doesn't work (easily) in the cases I am looking at:

      1. We want to see the amount of sales for each country, so the suggested report would only work to see local or international sales unless I add a different tax code for each country.
      2. The BC PST sales tax report in QBO is incorrect, and I need the Canadian sales for it, and there are customers who order from Canada, but shipping is international and this would be the same tax code as exports - Zero-Rated. I guess I could add another tax code, but we do have a different workaround right now.
      3. Some insurance companies want Canadian, USA and international sales reported separately for some specific policies. Again - this could work with different tax codes.

      ...but why do they make us use workarounds? Is it really so unreasonable that a company like QuickBooks with so many clients implements a way to see sales by country? Sigh.

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