Sales report per state

Tanya-Ultimate · ‎November 10, 2023

Hi! I need to produce a sales report per USA state. I saw a few FAQ instructing to go to Report / Sales by Customer and customize the report by adding the State field. I have done this, however, I don't see the state field or any address field. I am using QB Online. Any advice? Thank you.

ShyMae · ‎November 10, 2023

I'm here to provide the information you need regarding customization of sales reports, @Tanya-Ultimate.

Currently, the state field you've mentioned is unavailable in QuickBooks Online.

Our team is constantly improving our product for a better user experience. For this feature to be considered, I suggest sending Feedback to our product development team.

To submit your suggestion:

Select the Gear icon, then choose Feedback.
Type in your product suggestions.
Select Next to submit.

As a workaround, you can export the report to Excel from QuickBooks and manually customize it by adding a state column or box.

Additionally, you have the option to save your personalized reports. You can then print or email these reports to your clients and customers.

I'm always available to assist you in customizing your reports. Don't hesitate to leave me a comment below.

View solution in original post

ShyMae · ‎November 10, 2023

I'm here to provide the information you need regarding customization of sales reports, @Tanya-Ultimate.

Currently, the state field you've mentioned is unavailable in QuickBooks Online.

Our team is constantly improving our product for a better user experience. For this feature to be considered, I suggest sending Feedback to our product development team.

To submit your suggestion:

Select the Gear icon, then choose Feedback.
Type in your product suggestions.
Select Next to submit.

As a workaround, you can export the report to Excel from QuickBooks and manually customize it by adding a state column or box.

Additionally, you have the option to save your personalized reports. You can then print or email these reports to your clients and customers.

I'm always available to assist you in customizing your reports. Don't hesitate to leave me a comment below.

Rainflurry · ‎November 10, 2023

@Tanya-Ultimate

Try this:

Go to Reports

Click 'Custom Reports'

Click 'Create new report'

Click 'Sales'

Click 'Create'

Click 'Columns'

Click 'Clear All'

Under Sales, select the applicable invoice, sales receipts, etc.

Under Other, click 'Customer'

Select the Billing State or Shipping State as appropriate.

Make sure the date range is correct. You may have to mess around with this a bit but I think you should be able to get what you need.

bvstone · ‎January 12, 2024

I've written an application using the QBO APIs to do this for myself.

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