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gerardo2
Level 1

Is there a way to create a sales report based by state?

 
1 Comment 1
ReyJohn_D
Moderator

Is there a way to create a sales report based by state?

Thanks for joining us here in the Community, @gerardo2.

 

Yes, there is! You'll just have to run the Sales by Location Detail report and choose your desired date in the Report period field. This way, you'll be able to pull up the desired information you're looking for in your report. 

 

Before we begin, let's make sure the Track Location setting is turned on. This lets you see all the payments for one location and its total in your report. Also, this enables you to have the location option when creating a transaction like an invoice, sales receipt, etc. If you haven't already, here's how:

 

  1. Go to Settings ⚙, then choose Account and Settings.
  2. Tap Advanced.
  3. In the Categories section, pick the Edit ✎ icon.
  4. Choose the checkbox to track locations.
  5. Hit Save, then Done.

    B12.PNG

Then, you'll have to add the location you want to track and show in your report. Below are the steps how:

 

  1. Let's go again to Settings ⚙️, then pick All Lists.
  2. Choose Locations.
  3. Tap New, then add the Name of the location you want to track.
  4. Hit Save and close to confirm.

B13.PNGB14.PNG

For more information about the steps above, refer to this article: How to track location in QuickBooks Online?.

 

Once done, you're all set to running the Sales by Location Detail report. I'll show you how:

 

  1. Go to the Reports menu at the left pane.
  2. Look for and type Sales by Location Detail  in the search box.
  3. Pick a Report periodGroup by: Location, and Accounting method.
  4. Hit Run report to display the desired info for this report.

    B15.PNGB16.PNG

You'll also want to get personalized details for your reports such as how it looks and the details to show. As always, you're able to customize it in QuickBooks Online. Here's an article for the details how: How to customize reports in QBO?.

 

Leave a comment below if you need more help with running your reports in QBO. I'll be around in the Community to ensure you're able to achieve your goals. Stay safe and have a productive day,@gerardo2.

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