IS THERE A WAY TO SORT MY INVOICES BY CITY AT YEAR END TO FIGURE MY GROSS RECEIPTS PER CITY TO PAY MY CITY TAX?

Good day, mightybuilt.

Let me provide some steps for sorting your invoices by city to figure out your tax calculations.

First, let's make sure the Track Location setting is turned on. This is to ensure you're able to track your transactions by state in your report. Also, this enables you to specify the location every time you create a transaction like an invoice, sales receipt, etc. Here's how we can do this:

1. Go to Settings, then choose Account and Settings.
2. Select Advanced.
3. Click the Edit icon in the Categories section.
4. Turn on Track locations.
5. Click Save, then Done.

After this, we can go ahead and run the Sales by Location Detail report. Here's how:

1. Go to Reports on the left side menu.
2. Type Sales by Location Detail in the search box.
3. Pick a Report period, Group by Location, and Accounting method.
4. Hit Run Report to display the desired info for this report.

When generating the same reports in the future, you can refer to this article to save time: Memorize reports in QuickBooks Online.

Let me know how it went and if you have further questions on customizing reports or other QuickBooks-related concerns. This thread is always open. Stay safe!

awesome worked like a charm!!

We appreciate you for coming back, mightybuilt.

Thank you very much! I appreciate you taking the time to let us know that my colleague's solution was able to assist you. I also commend you for following the suggestions and utilizing all of your resources to arrive at the solution you have now.

As always, the Community is brimming with professionals who are knowledgeable in every aspect of QuickBooks, so please don't hesitate to contact us here if you have any questions. We're always happy to assist you on your way to victory. I wish you and your company continued success!

I need to create a sales report by city. For instance I need a report showing all the sales we did in Santa Monica last year. How do I create that?

I've got you covered, @Jdelgado61. Let me provide the steps to generate a sales report by city in QuickBooks Online (QBO).

Are you using the location tracking feature to easily trace your sales by city last year in QBO? If so, we can customize the Sales by Location Detail report to see your desired data. I'll gladly  show you how:

1. Go to the Reports menu (Take me there) and look for the Sales by Location Detail report.
2. Choose the Last year from the Report period. Then, pick the correct Accounting method.
3. Click the Filter button.
4. Pick the Location from the Filter by dropdown, equals from Options and pick the specific city in the Value dropdown.
   
   
5. Click the Refresh report to see the customized report.

After customizing the report, you can select the Save as button to remember it with its current settings. Feel free to check out this article for further details of this option: Memorize reports in QuickBooks Online.

Please add a comment below if you have additional questions about making a sales report by city or other QuickBooks-related concerns. I'm just around to assist you. Have a wonderful day ahead!

There is no filter button to click on??

There is no filter button to click on??/ @hat am I doing wrong? I am on QBs Online.

I've got you covered, Jdelgado61. Let me add some details about customizing reports in QuickBooks Online(QBO).

Being in the Classic view of your Sales by Location Detail Report can be the cause of why you don't have the filter option. Let's switch to the Modern view so you'll have the filter button. Refer to the screenshots below for easy navigation.

Once done, you can now have the filter option. Here are the steps to proceed:

1. Click the Filter button.
2. Pick the Location from the Filter by dropdown, equals from Options and pick the specific city in the Value dropdown.
   
3. Click the Refresh report to see data.

Alternatively, you can also use the Customize option and filter the location. I'll show you how:

1. Click on Customize.
2. Hit the Filter button.
3. Tick the Location checkbox.
4. Hit the dropdown arrow beside All to choose the location you want.
5. Finally, Run report.

When generating the same reports in the future, you can refer to this article to save time: Memorize reports in QBO.

Let me know how it went and if you have further questions on customizing reports or other QuickBooks-related concerns. This thread is always open. Stay safe!

I have done exactly as was stated, however, I still cannot get a report by city out of QOL. When I go to the filter I cannot get a selection on the value window drop down. What have I missed this is a critical report as many cities here is California are now asking for this data to renew business licenses ?

I know a way how to run the location report to show the Value field in QuickBooks Online (QBO), Rick0071.

We'll need to switch to the Modern view to show the Value filter button in the report. You can check out the screenshot below for your reference:

Then, follow the steps on this thread to run the Sales by Location Detail report and choose the specific city in the Value dropdown. If the same happens, we can use an incognito window upon logging in to your account to isolate this. This prevents your browser from storing additional cache files. Here's how: 

• For Chrome, press and hold Ctrl + Shift + N
• For Firefox, press and hold Ctrl + Shift + P
• For Safari, press and hold Command + Shift + N

If it works, we can clear the cache and temporary internet files to optimize the browser's performance. Another way is to use compatible browsers with QuickBooks Online. You can use this article to learn more about personalizing QuickBooks reports: Customize reports in QuickBooks Online.

Don't hesitate to reach us in the Community if you have further concerns about running location reports or any QuickBooks related. We'll be here to assist you every step of the way. You have a good one.