How do i create a Sales reports by country / state / region

Hi shawn36,

Welcome to Community!  Having the ability to review revenue by specific fields is a great way to see your transactions at a glance.  QuickBooks Online has several reports to suit your business needs.  I'd be happy to get you in the right direction!

You can run the Sales by Location Detail report that includes the sales amounts for each location.  Here's how:

1. From the left menu, select Reports 

2. Type Sales by Location Detail in the search bar

3. Click Customize to choose the details you'd like to see

4. Hit Rows/Columns 

5. From the drop-down arrow in Group By, choose Location

6. Checkmark any other preferred items

7. When finished, click Run Report.

That should do it for you!

If you have any other questions, please reach back out.  We'd be glad to help you!

Hi there,

We are Canadian Company and operate in US currency (multi-currency, Advanced version of QB online). I need Report Total Sales by State (to see totals for US) in US currency.

Report by Location does not work for me, because the transactions were not assigned with location before.

When I generate "classic" report "Sales by Customer Detail" I can see "foreign amount" (but there is no "shipping province" to filter it out), however, when I generate the same Report in the "new" view, I cannot see "foreign amount" anymore but can see "shipping province" for the customer. Can you please help?

Thank you for your time.

Anna

Hello anna49. Thanks for chiming in on this thread. I'd like to help make sure you get the resolution you need. Could you elaborate more about the goal you're looking to accomplish in QuickBooks? 

Hi James,

Thanks for looking into this.

The goal is to know the Total Sales Summary in US (original invoice) currency for this fiscal year by State (most of our customers are in US) in order to know if we reached the nexus in a given state (to know if we need to start collecting taxes in the given state).

Sales by Customer Detail in the "new" view gives me the possibility to group by State but the foreign total amount does not show properly (it duplicates the amount if the Invoice has two lines). I have attached the snip.

I am pretty sure that it could be done, but not sure how. 

Thanks again, it is much appreciated.

Anna 

I see. It's important to get to the bottom of why the amounts are being duplicated on the report in question. At this point, I recommend getting in touch with our phone support team so they can share your screen and help get to the bottom of this promptly. You can get in touch using the details below:

• Phone: Call us at 1-855-253-1536 from Monday to Friday between the hours of 9 AM and 8 PM EST.
• Schedule a Callback or start a Chat: click (?) in the upper right in QuickBooks Online > enter "Contact support" > choose Contact Us > provide a brief summary > select Let's Talk > choose Get a callback or Start a Chat.
• Social Media: Facebook, Twitter, and Instagram.
• Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

You're more than welcome to keep me posted on how you make out. I'll be one message away.