Fixing Shipping Address Errors in QuickBooks Reports

Thank you for raising your concern on the QuickBooks Community page, @MrTee.

I'd be glad to share info about the shipping address displayed on your sales reports in QuickBooks Desktop.

Before we proceed, could you please specify the exact sales report you're referring to when encountering the issue with the shipping address? By knowing the report name, I can better analyze the situation and provide appropriate troubleshooting steps to resolve the problem.

Upon checking various sales reports, I've noticed that most of their display columns can be filtered to show the 'Ship To Address'. Please be aware that the address appearing on the Refund window is set to the customer's invoice address. This could potentially explain why you're encountering a different address when running the report.

To ensure that the correct shipping address populates on the report, open the customer's account and enter the address entered in the 'Ship To' section. Let me show you how:

1. Click Customers and select Customer Center.
2. Double-click the name of the customer, then go to the Address Info.
3. Under the Ship To drop-down list, enter the address.
4. Click OK.

Furthermore, QuickBooks Desktop provides the capability to personalize reports to align with your unique preferences and tailor them to the specific needs of your business operations.

Please let me know if you have any additional questions regarding running reports within QuickBooks. I'm here to assist you. Have a wonderful rest of your day.

Thank you for elaborating on your concern, MrTee. I've got some information to clarify the placement of your distributor's various ship-to addresses on the Sales by Customer Detail report.

You're right, the ship-to addresses listed in the report do not align with what you selected when creating an invoice. If you choose from the Ship to dropdown list when making a transaction, the system will randomly put it in the columns. However, the default address information entered from the customer's parent profile will fall under the right columns accordingly.

I'm adding some screenshots for reference:

Feel free to check out this reference to explore what more you can do with reports: Available reports in QuickBooks Desktop.

It's been a pleasure to have you here. Just mention my name in the comment section if you need help performing specific tasks in QuickBooks. I've got all the time to assist you.

Thank you for clarifying. The ship-to address for invoices is accurately listed in the report as expected, and I don't encounter any issues with it. My problem lies with the ship-to addresses for credits. Since we don't specify the ship-to address when issuing credits via the Refunds function (we only input the PO number), the ship-to addresses for credits in the report do not match the expected addresses.

Hi, @MrTee.

I'm here to further help you fix the ship-to address for credit memos when running the Sales by Customer Detail report in QuickBooks Desktop (QBDT).

Although it isn't possible to add a Ship To Address in the Refund/Credit Memo window to match the expected addresses, you can consider updating it from the customer's info to display it on future credit memos in the Sales by Customer report. You can refer to the steps and screenshot I've added below.

1. Go to the Customers menu, then Customer Center.
2. Double-click on the customer at issue.
3. Update the Ship To address.
4. Hit OK.
   
   

    

However, because QBDT uses a concept called Source and Targets to apply accounting principles and processes when generating reports, it's possible not to find the changes to past credit memos in the report. For this, I'd recommend recreating the past credit memos after updating the address. Once done, run the Sales by Customer Detail report again.

I'm adding this article as a reference for saving the customizations of your reports in QBDT: Create, access, and modify memorized reports.

Let us know if you have further updates on adding a Ship To address in your Sales by Customer report in QBDT. We'll do our best to assist. Take care.

Thank you for responding to this thread on QuickBooks Community, @MrTee.

I understand that correcting the shipping address is crucial for your business. Additionally, the amount of credit issued can vary each time. However, my colleague has provided a workaround that would be beneficial to follow.

Here are the steps you need to take:

1. Go to the Customers menu, then Customer Center.
2. Double-click on the customer at issue.
3. Update the Ship To address.
4. Hit OK.

To help you generate an automatic search for the PO number and the ship-to-address, I suggest that you provide feedback. Here's how you can submit feedback for QuickBooks:

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

I added this article as a reference to help you save custom report settings: Create, access, and modify memorized reports.

If you have further inquiries about shipping address, or PO number on your transactions. just comment below, and I will be glad to help you. Keep safe!