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Level 1

Is there a way to sort customer jobs per month by zip code?

I am trying to create a report that sorts jobs by zip code each month so I can see where my jobs are coming from in a geographic area. Is there a way to create ths kind of report?
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QuickBooks Team
QuickBooks Team

Is there a way to sort customer jobs per month by zip code?

Let me guide you on how to pull up the report you need in QuickBooks Online (QBO), bac4.

 

We can run the Customer Contact List report and add the billing or shipping zip columns. Then, modify the report to add customers and dates. Let me show you how:

 

  1. Go to Reports on the left side menu.
  2. Enter the Customer Contact List in the search field.
  3. Tick the Customize tab.
  4. Click the Change columns link.
  5. Select Billing Zip and Shipping Zip on the list.
  6. Tap Filter and choose Donor. Then, for Created Date and Last Modified Date just select for a specific month.
  7. Press Run Report

To learn more about modifying reports, see Customize reports in QuickBooks Online article. Feel free to visit our Reports page for more insights about creating and managing reports.

 

This should take you in the right direction today. I'm just one click away if you need a hand with memorizing your reports or any QBO related. I'm always here to ensure your success. 

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