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mhessler
Level 1

I need a report for Sales by ship to state and country. I am unable to find a report or customize a report with this information.

I have tried to customize sales by customer detail report and transaction by customer report and it does not allow for this customization.

1 Comment 1
Irene R
QuickBooks Team

I need a report for Sales by ship to state and country. I am unable to find a report or customize a report with this information.

Generating sales reports by ship-to-state and country is unavailable in QuickBooks Online (QBO). However, we can look into a possible workaround.

 

You can generate the Transaction List by Customer, ensuring you've marked checked the Ship to option under Columns, then export it to Excel to group the state and country.

 

Here's how:

 

  1. Log into your QBO account.
  2. Go to Reports, then enter Transaction List by Customer in the Type report name here tab.
  3. Click Columns at the top-right corner.
  4. In the Column panel, mark check the box beside Ship to.

    Ship to.png

 

To download your account to Excel, click the export button at the top right icon beside the printer icon.

 

I also recommend letting our product engineers know about your ideas by sending feedback. They will look over your suggestions and possibly apply them in future improvements. Our team is always looking for ways to better our product for our users.

 

By sharing your insights with our engineering team, we can work on enhancing our product. Don't hesitate to return to this thread if you need more assistance with QBO reports. I'll help you out any time. 

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