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sean30
Level 1

Looking for a Report that shows sales by customer zip code or city for my local city business license gross receipts?

My city wants gross receipts for sales with the city. I have sales from other cities and counties and would like to exclude those from the gross amount so they are accurate.
5 Comments 5
GebelAlainaM
QuickBooks Team

Looking for a Report that shows sales by customer zip code or city for my local city business license gross receipts?

Thank you for posting your concern about managing sales reports by customer zip code or city, @sean30. We're glad to share details about getting this report into our program.

 

We can understand the importance of keeping track of your sales in QuickBooks Online (QBO). The type of report you want to pull up is currently unavailable. However, you can run two reports and consolidate them in Excel. These reports are the Sales by Customer Detail and Customer Contact List report. Then, from the Columns section, add the Zip and City.

 

To pull up these reports:

 

  1. Navigate to the Reports menu.
  2. In the search box, type in the Sales by Customer Detail.
  3. If you wish to select a specific customer, select Customize, then select Filter.
  4. Put a checkmark in the Customer dropdown arrow, and select the customer you wish to track.
  5. Also, don't forget to customize the date range.
  6. Then click Run Report to save changes.

 

We can do the same steps for the other report. Though, you'll have to Customize the Column section. See the following articles for further details on handling reports:

 

 

Once ready to export these reports to Excel, please refer to this link to learn about exporting reports from QBO: Export your reports to Excel from QuickBooks Online.

 

You can always count on us if you need more help navigating your QBO account, especially in managing reports. We're always rooting for your success. Please take care of yourself and have a good one, sean30!

sean30
Level 1

Looking for a Report that shows sales by customer zip code or city for my local city business license gross receipts?

This could work but it is very inefficient. What if I wanted sales by zip code for a targeted marketing campaign... seems like this filter is needed and could be useful in many scenarios?

SirielJeaB
QuickBooks Team

Looking for a Report that shows sales by customer zip code or city for my local city business license gross receipts?

We're delighted to have you return to the Community thread, Sean! It's our pleasure that you've always chosen our forum to ask QuickBooks inquiries and share sentiments.

 

We always ensure you can conveniently do your business-related tasks, as this is our top priority. To generate a report that contains sales by zip code is not supported by QuickBooks. We would be glad if you could send our software engineers suggestions or a feature request. They may consider adding this for future product updates because we are continually improving our services for all QuickBooks users. Here's how:

 

  1. Click the Gear icon and choose Feedback.
  2. Enter your feedback Suggestion.
  3. Select Next.

 

Feel free to save these articles for your reference in handling reports moving forward:

 

 

The Community is always available to provide you with information and assistance with any QuickBooks challenges. We will be pleased to have you back by clicking the Reply button or posting in our forum. Wishing you a success, Sean!

AlarmCompany
Level 3

Looking for a Report that shows sales by customer zip code or city for my local city business license gross receipts?

I have this issue also. I need to be able to run a report on sales by CITY without having to go through and add each customer to the report. It seems to be a pretty simple report that QBO should be able to handle easily. 

GenmarieM
QuickBooks Team

Looking for a Report that shows sales by customer zip code or city for my local city business license gross receipts?

Hello there, @AlarmCompany.

 

I am here to share some details about report on sales by City in QuickBooks Online (QBO).

 

Currently, running a sales report by City is unavailable in QBO. However, you can run the Customer Contact List report and Sales by Customer Detail report and then export these reports to combine them in Excel manually.

 

Furthermore, I recommend sending feedback to our product developers. This will guide our product engineers on how to improve existing features and develop new ones to meet the needs of our customers.

 

Here's how:

 

  1. Select the Help option.
  2. Select the Send Feedback Online option.
  3. Select the Product Suggestion option. A pop-up window displays.
  4. Enter your comments or feedback suggestions.
  5. Click the Send Feedback button.

 

Additionally, I'm adding these articles as your reference for customizing and exporting reports in QBO:

 

 

Come back to this post if you have other concerns and follow-up questions about running reports in QuickBooks Online. I'll be here to provide further assistance. Have a good one!

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