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You can enable and use the location tracking feature to get the information you need, @accounting639.
Since the option to run a sales report by state in QuickBooks Online (QBO) is currently unavailable, you can use the Track locations feature as a workaround. This will allow you to track transactions by state in your reports by specifying the location each time you create a transaction, such as an invoice or sales receipt.
Before we begin, let's ensure the Track Locations setting is enabled. Once location tracking is enabled, you need to create a list of all the states where you do business. Here’s how to do that:
1. Navigate to the Gear icon and select All lists.
2. Click on Locations.
3. Click New and enter the name of a state (e.g., "California", "New York"). Then, click Save.
4. Repeat this process for each state you need to track.
For all new sales, ensure to select the correct state from the Location drop-down menu on the sales receipt or invoice.
For past transactions, you'll need to manually edit each sale to add a location, which will allow it to appear in your report.
After assigning locations to your transactions, you can run the Sales by Location Summary report to view sales by all the states you've set up. By clicking on the amount, you'll be redirected to the Sales by Location Details, where you can see a breakdown of each transaction by state.
Since the report you want is currently unavailable in QBO, I recommend providing your feedback directly to our product developers to express your need for this feature. Here’s how you can submit your feedback:
- Click the Gear icon.
- Select Feedback.
- Enter your input in the designated box, and explain how this feature would benefit your business processes. Once done, click Next to submit.
If you have any additional questions, please feel free to revisit this thread.
