Is there a way to add a default location to a customer, so when they are invoiced the location automatically pops up?
I'm trying to figure out the easiest way to get a sales by customer group. We could use customer type or some other metric, but so far looking at the reporting it doesn't look possible unless I use Location.
I know how important it is for you to be able to view sales information related to your customers. QuickBooks Online lets you use location tracking to group sales together for easy reporting. I'll explain how this works for customers.
At this time, you're unable to allocate a specific location with your customer so that it automatically pops up when you invoice them. I can appreciate that this would help you group certain customers together to view your sales by customer group, however at this time you'll have to calculate the sales for a specific group of customers manually. I'll explain how you can edit the Sales by Customer Detail report to show only the sales information for specific customers.
1. Click the Reports tab on the left menu.
2. Search for the Sales by Customer Detail report.
3. Click Customize in the top right corner.
4. Click the Filter drop-down menu.
5. Check off the box next to Customer.
6. Check off the box next to each customer in the group you're looking to see.
7. Click Run Report.
That's all there is to it. I recommend submitting feedback regarding the option to assign a location to your customer by clicking the Gear icon > Feedback.
Have a great day.
Hi, What you suggested gives a list of customers for a specific report. What if you want to group your customers by states or province for year-end reports? What steps can we take to do this? I used to change the location on QB Desktop, which was very flexible for reports. Why can't I do the same on QBO?
Thanks for joining in on the conversation. QuickBooks Online offers a variety of ways to customize and filter reports to show the specific data that our customers need. When making the switch from QuickBooks Desktop you'll notice that there are some differences, but rest assured that QuickBooks Online has many similar or comparable features that you'll get the hang of in no time. I have a way that you can get a report to group your customers by province. Let me explain.
While the ability to group customers in reports by location isn't yet available, I have a fantastic workaround for you. From the Reports page, search for the Transaction Detail by Tax Code Report. If you've assigned tax codes to invoices based on the provinces your customers are located in, you'll be able to use this report to group your transactions by tax code, and as a result, by location. For example, all transactions that used the HST ON tax code will be separated from transactions that used HST NB. If you haven't yet set up taxes for each province, here's How to set up a new sales tax code.
You can further filter this report by selecting the Customize button. From here you can select the transaction type, customer name, product/service, and more. If you've forgotten to specify a tax code, or selected an incorrect tax code on a transaction, you can always go back and edit it to make those changes. QuickBooks Online offers extensive filtering and customization options when it comes to reports, so I know you'll find just what you need.
Submitting feedback to our product development team helps to let them know that filtering reports by location is a feature our customers want. Submit feedback by going to the Gear icon, then click Feedback. We want to provide you with a small business accounting software that's right for you.
I hope this workaround does the trick to get you the data you want to see!
No. We need to be able to identify the location for each customer and sort reports accordingly. This is required for tax purposes. Are you able to add this feature in QBO?
Thank you for your follow-up to my question.
Hi there gsb06,
It's vital that all your information be entered correctly so that all your reporting can be correct. QuickBooks Online is a great tool able to help you create invoices to send to your customers all the while having them entered in your books. I can provide some information regarding customers.
There isn't a way to apply a default location to your customer to help save time with reporting. You can add locations to lines of a transaction in order to help with the reporting, but there isn't a way to have it set by default. Here's an article about how to set up and use location tracking in QuickBooks Online.
I can see how having this be a default option could save you time when creating the invoices for your customers. I recommend leaving feedback in the system by clicking on the Gear icon, then Feedback. The comments made in that section are taken into consideration when designing new features for future updates of QuickBooks Online. I'll pass along your feedback on my end as well.
If you have any other questions, feel free to reach out here.