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C
crat
February 7, 2019
Solved

sort by state

  • February 7, 2019
  • 1 reply
  • 1 view

I need a report that lists my sales (also vendor charges) by state.

Best answer by

Hey there, @crat,

 

I appreciate your time getting in touch with us again. I can add a bit more about customizing your Custom Transaction Detail Report.

 

We can use the Filter option of the report to add the information you want to view. Let me walk you through the steps:

 

1. Go to Reports.

2. Choose Report Center.

3. Select the report from the list.

4. On top of the report, click Filters.
5. Choose the custom field you want to use from the Add filter list.
6. Click Apply.

 

That should get you on the right track, @crat. To know more about customizing reports in QuickBooks Mac, please check out this article: http://qblittlesquare.com/wp-content/uploads/2015/09/QBM-Users-Guide-150923-opt.pdf

 

Please let me know if there is anything else I can assist you with QuickBooks. I'll be more than happy to help you anytime. Have a good day!

1 reply

C
Charies_M
Level 9
February 7, 2019

Hello there, crat.

 

It's nice to have you here in the Community. It's my pleasure to assist you today.

 

You can pull the Custom Transaction Detail report and add the Name State column however it cannot be totaled by State. You'll need to export this to excel and sort it from there.

  1. Go to Reports.
  2. Click Custom Reports.
  3. Select Transaction Detail.
  4. Click Customize Report.
  5. Under Display and select Name State in the Search Columns.
  6. Click OK.

 

While this option is unavailable, I encourage you sending this idea straight to our developers through feedback for future developments. I'll make sure to do the same thing on my end.
 

You can send your product suggestion through this link: QuickBooks Desktop for Mac Feedback.

 

Please let me know if there's anything else I can help  you with. I'm always here to further assist.

C
cratAuthor
February 7, 2019

Under reports I can choose only Custom Summary Report or Custom Transaction Detail Report. But don't see any place to customize those reports further.

A
Anonymous
Answer
February 8, 2019

Hey there, @crat,

 

I appreciate your time getting in touch with us again. I can add a bit more about customizing your Custom Transaction Detail Report.

 

We can use the Filter option of the report to add the information you want to view. Let me walk you through the steps:

 

1. Go to Reports.

2. Choose Report Center.

3. Select the report from the list.

4. On top of the report, click Filters.
5. Choose the custom field you want to use from the Add filter list.
6. Click Apply.

 

That should get you on the right track, @crat. To know more about customizing reports in QuickBooks Mac, please check out this article: http://qblittlesquare.com/wp-content/uploads/2015/09/QBM-Users-Guide-150923-opt.pdf

 

Please let me know if there is anything else I can assist you with QuickBooks. I'll be more than happy to help you anytime. Have a good day!

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