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jake-chidester
Level 1

How can I create a sales report by company (not customer)?

 
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MichaelDL
QuickBooks Team

How can I create a sales report by company (not customer)?

Ask and you shall receive, @jake-chidester.

 

Do you have these separate companies set as up different QuickBooks Online (QBO) Locations? QBO's Location Tracking is used to categorize data from different locations, offices, regions, outlets, or departments of the same business. You can learn more about enabling, configuring, and using Location Tracking from our guide on the matter here.

 

In order to create a sales report by company, follow the instructions below:

 

Sales Report by Location

  1. Begin by verifying the label you currently have assigned to your Locations. Click the Gear icon (⚙) > Account and Settings > Advanced tab > click Categories > verify the Location label.
  2. Close this screen and navigate to the Reports tab. Search for your Location label in the search bar. Select the Sales by report from the pane that appears below (i.e. Sales by Business Detail).
  3. Select a Report period and click Run Report. This will list all sales transactions sorted by the Location assigned.

For more information, check out our detailed guide on sales and income reporting, as well as the video tutorial below:

 

Following these steps will help you create report by company in a hurry. Please keep in touch with me here should you have any additional questions or concerns. Thanks for bringing us your question, wishing you and your business continued success.

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