Is it possible to extract sales per country and also to have a way to precisely separate Home, vs EU, vs rest of world Sales ?

Bipouet_fr · ‎June 17, 2019

GeorgiaC · ‎June 17, 2019

Hi Bipouet_fr,

The only way to do this would be using the Location tracking feature in QuickBooks Online Plus.

You could set up different areas and countries as locations and create sub-locations to group these, for example:

Location: Europe - Sub-account: France.

Location: Rest of world - Sub-account: Malaysia.

You would assign the location from the drop-down on the location field when entering transactions.

You can then run location-specific reports such as Profit and Loss by Location, Purchases by Location Detail, and Sales by Location detail.

You can see more about using locations on our guide here.

View solution in original post

GeorgiaC · ‎June 17, 2019

I agree this will only really be a solution if you were manually entering the invoices, and won't work from an integrated stand-point.

It certainly would be handy if we could programme to pull this data on a report from the already entered customer-details - I'd suggest leaving it as feedback by going to the Gear icon > Feedback within your account. This will go directly to the product engineers and may be implemented into a future update if possible.

The only work-around for this at the moment would be to filter the sales report to specify which customers are included by going to Customise > Filter > Customer > Select specified customers and save the individual report customisation to allow comparison. I appreciate that this would be time-consuming however depending on the volume of customers.

View solution in original post

GeorgiaC · ‎June 17, 2019

Hi Bipouet_fr,

The only way to do this would be using the Location tracking feature in QuickBooks Online Plus.

You could set up different areas and countries as locations and create sub-locations to group these, for example:

Location: Europe - Sub-account: France.

Location: Rest of world - Sub-account: Malaysia.

You would assign the location from the drop-down on the location field when entering transactions.

You can then run location-specific reports such as Profit and Loss by Location, Purchases by Location Detail, and Sales by Location detail.

You can see more about using locations on our guide here.

Bipouet_fr · ‎June 17, 2019

Thanks for the info,

I can see it working if you are doing your invoices manually. I use QBO as part of an integrated system. QBO just get the information fed from the other software. This solution would need to go back in each single invoice and make the necessary amendment.

I find it bizarre that though the location is not simply attached to the custumer directly instead of the invoice as each invoice is attached to the customer. It would be registering silencely all locations once setup within the customers main page. That solution would actually be working for everybody. It would avoid data entry mistake by clicking on the wrong location, especially if several sub location would be created...

Location to the customer directly would be magical in this circumstance. I cannot really see the benefit of adjusting the location at the time of the invoice either.

GeorgiaC · ‎June 17, 2019

I agree this will only really be a solution if you were manually entering the invoices, and won't work from an integrated stand-point.

It certainly would be handy if we could programme to pull this data on a report from the already entered customer-details - I'd suggest leaving it as feedback by going to the Gear icon > Feedback within your account. This will go directly to the product engineers and may be implemented into a future update if possible.

The only work-around for this at the moment would be to filter the sales report to specify which customers are included by going to Customise > Filter > Customer > Select specified customers and save the individual report customisation to allow comparison. I appreciate that this would be time-consuming however depending on the volume of customers.

Bipouet_fr · ‎June 17, 2019

Thanks

It is indeed time consuming but it works using export and then bring everything together afterwards on an excel spreadsheet. A bit of DYIing which is actually bizarre at the day of age.

BettyJaneB · ‎June 17, 2019

Thanks for keeping me updated on this, @Bipouet_fr.

I hear you and realise the importance of being able to track locations on your transactions from a third-party application automatically into QuickBooks. That said, I will also do my part and raise this concern to our developers so this will be taken care of.

I'd encourage you to visit our QuickBooks Online Blog regularly to be updated with our latest news and updates including product improvements. In case you need further assistance with QuickBooks that requires live support, feel free to reach out to our Customer Care Team.

Please let me know if you have any other questions regarding QuickBooks. I'm always ready to lend a helping hand. Take care!

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Is it possible to extract sales per country and also to have a way to precisely separate Home, vs EU, vs rest of world Sales ?