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I need to create a report that shows total Invoice Sales broken down by State. Please help?

Need a report that shows Total Invoice Sales per State...
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Best answer 12-10-2018

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I use the windows version and am not familiar with Mac re...

I use the windows version and am not familiar with Mac reporting capabilities or reporting

reports>sales>by customer detail also may help, click the customize button select the field name state then use the drop down arrow by the total by field and also select name state

The report on sales tax revenue summary will show instate and out of state total sales but cannot be set to show each out of state amount

reports>sales>by ship to address may help if you used that field




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Established Community Backer ***

I use the windows version and am not familiar with Mac re...

I use the windows version and am not familiar with Mac reporting capabilities or reporting

reports>sales>by customer detail also may help, click the customize button select the field name state then use the drop down arrow by the total by field and also select name state

The report on sales tax revenue summary will show instate and out of state total sales but cannot be set to show each out of state amount

reports>sales>by ship to address may help if you used that field




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It may be a limitation in the Mac version... I don't have...

It may be a limitation in the Mac version... I don't have that as an option in my customer detail...
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Same here - no option for that.  Even an export with all...

Same here - no option for that.  Even an export with all state names next to the customer would help - then I could do some Excel jockeying to get at what I need.  For some of our separate state franchise taxes (for multiple states) I need cash income from customers in that state vs total income.
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I usually assign state by job/project/contract, which is...

I usually assign state by job/project/contract, which is a subset under customer, where one customer = multiple jobs in multiple states.
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I use the "Sales Tax Liability" report under Vendor (Vend...

I use the "Sales Tax Liability" report under Vendor (Vendores/Sales Tax/Sales Tax Liability).  Enter the period you want sales by state for and the left column the total.  I collapse the report to get just the summary not all the jurisdictions within the state.

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I assume that would only work if you pay sales tax.

I assume that would only work if you pay sales tax.
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Assume you are doing state income tax...QB can only outpu...

Assume you are doing state income tax...QB can only output what is input... 

Where in your input did you indicate which sales related to which state?
Was that defined by job or customer or shipping address or special code?

The data must first exist, and be located, to be used as a report sorting criteria.
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I have the state in the billing and shipping address in t...

I have the state in the billing and shipping address in the Customer Center.
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I do not think QB is setup to sort dollars bsed on billin...

I do not think QB is setup to sort dollars bsed on billing or shipping address fields. However, it is good that you have that info so you can assign states to each customer, but I think you will have to pull the data into Excel and assign state codes by customer or job/project.

The systems I work with most often have a field for this purpose, where for each project you input the 2 letter state code, and then you can sort cost and revenue on this code field, as is needed here.

Hopefully, someone else knows a better answer on the QB feature.

You could certainly use one of the QB generic sorting tools such as Item or Class if not using those for other purposes already.
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Thank you all for your replies... I will keep trying.... :)

Thank you all for your replies... I will keep trying.... :)
Frequent Explorer **

Re: I need to create a report that shows total Invoice Sales broken down by State. Please help?

I could not find a report or anyway to get the information I needed for Sales by State either. SO.... what I did was create a "sales tax item" for each state.  I tried it for the first month in January2019 and it worked. Then for each invoice/sales receipt I entered the appropriate sales tax item for the state invoice was shipped to, I also have an "out of country" sales tax item for foreign sales (we sell worldwide).  I generated my sales tax report, it is now very long.  However, it worked and my report shows monthly sales for the different tax locations in my state, (which I need to fill out my monthly sales tax report,) it shows total sales for different states, (which I will use if we every have to send sales tax to different states, we don't at this time), and it shows total sales for all foreign countries.  I export that report into EXCEL to add things up and get totals, such as all different tax locations and a total for All States.  The sales tax report is now long and cumbersome, and it took a while to create a "sales tax item" for every state, but it worked and my sales tax report gives me "Sales broken down by State."  Hope this helps.

QuickBooks Team

Re: I need to create a report that shows total Invoice Sales broken down by State. Please help?

Hello there, JM_hollings.

 

I appreciate the steps you've shared as an alternative for creating a report that will show the total Invoice Sales broken down by State.


The workaround will definitely help other posters that may have the same problem. Please know that the Community is a one stop shop for help about QuickBooks.

 

Allow me to add this link to get more information for a certain topics you'd like to know more about: QuickBooks Resource Center.

 

Please know that you're always welcome to post any questions you may have or want to share your insights and practices using the product. I'd be glad to assist you further.

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