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Level 1

Report for Sales by City / State

Has anyone found a way to run a report of Sales by City and / or State for reporting sales for Sales tax or annual income tax filings using the copmany's billing / shipping address'?

3 Comments
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Level 10

Report for Sales by City / State

As you know they don't have any such standard sales reports that you can easily filter the report by state or city or zip code. Yes, we found a way to do this in QBO but it's not perfect in anyway. In QBO, they've three custom text fields available to enter on Invoice form, you can use (if available) one of the custom fields to enter State. See screenshot below.

 

 

And then, you can run standard Sales by Customer Detail report. And then select Group by State under Rows/columns at the top left. See screenshot below. Since this's just an optional text field, you manually enter on Invoice form, you may also want to review "Not specified" tag if you're using this for sales tax reporting purpose.

 

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Level 3

Report for Sales by City / State

There is actaully a way to set this up in QB if you are willing to put in the work.  *At least in the Desktop versions - if you are using online I am note sure.

 

In WA we have different sales tax rates depending on the specific address you are servicing.   Our State rate is 6.5% and each city/county is a different rate ranginng from 2.3% to 3.7%.   To get QB to print a report I can easily use to file my return I create all of the tax codes. 

 

Are you in WA State?

Highlighted
Level 1

Report for Sales by City / State

I've had to develop this solution, but it isn't pretty.

I use a custom Invoice List report with added columns for the Shipping Address and Tax Amount.

Export the List to EXCEL and sort the List by Tax Amount, which isolates where I need to pay tax.

Use an EXCEL Text function FIND to locate the State Abbreviation in the Shipping Address, which sorts out the various states where we pay tax.

It isn't perfect, it will miss "Texas" instead of "TX" and it may find both "WA" and "CA" in the address.  But it does get some of the job done.

Haven't found a way to separate out by City.  Just ended up brute force on that one.

 

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