cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

How can i get the Sales Summary - State wise for the year 2019?

 
2 Comments
Highlighted
QuickBooks Team

How can i get the Sales Summary - State wise for the year 2019?

Glad to have you here on the Community page, @pritpal-singh.

 

You can run the Sales by Customer Detail report and customized the period to 2019.

 

Here's how:

 

  1. Click on Reports at the left pane, then search for Sales by Customer Detail on the search field.
  2. On the report's page, select Last Calendar Year under the Report period section.
  3. Tap on Run report to refresh the page.

You can also customize the report by clicking on the Customize button beside the Save customization.

 

For additional reference about running and customizing reports in QuickBooks Online, read this article: Run reports in QuickBooks Online.

 

Post again if you have any other questions. I'm a post away to help. Have a good day!

Highlighted
Level 11

How can i get the Sales Summary - State wise for the year 2019?

@pritpal-singh 

 

How can i get the Sales Summary - State wise for the year 2019?

 

Unfortunately, there is no standard Sales Summary Report by State/County/City report in QuickBooks Online at this time.

 

The workaround is to use one of the available custom fields on the sales form (sales invoice or receipt) for the State you want. You can then run the standard "Sales by Customer Detail Report" and Group by State. Hope this helps!

 

sales-by-customer-detail-groupby-state.PNG

 

Need to get in touch?

Contact us