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M
MKug
August 10, 2020
Solved

State Tax Report

  • August 10, 2020
  • 1 reply
  • 13 views

I am trying to recreate a report that we had in our old desktop QuickBooks. One of the things we have to do is pay CAT tax on our income, but we only have to do this for the state of Ohio, and we sometimes work in other states. So what I basically need is to run the Transaction Detail by Account report that includes a column which lists the customer's state. If I could get it to filter by state, so I could eliminate any non-Ohio customers, that would be even better - that is how our old customized report worked. But if I could at least get the column on the report, I can sort it to get the info I need. Unfortunately, I am not seeing this as an option in the customization window in QuickBooks online. Any suggestions?

Best answer by Rubielyn_J

It's good to see you here in the Community, @MKug.

 

Let me sort things out for you. I suggest running either the Transaction List by Customer or the Customer Contact List report. This way, you will have an option to add the Billing and Shipping address to identify the non-Ohio customers.

 

Here's how: 

  1. Go to the Reports menu.
  2. In the Find report by name section, type in either Transaction List by Customer or Customer Contact List.
  3. In your report page, click the Customize button.
  4. Choose the Report period.
  5. Under Rows/Columns, select for the Billing and Shipping Address.
  6. Once done, select Run report.

You'll also want to save your current customization. Feel free to check out this article for the details: Memorize report in QuickBooks Online.

 

Let me know if you have additional queries. I'll be glad to help you. Have a nice day. 

1 reply

Rubielyn_J
Rubielyn_JAnswer
Level 8
August 10, 2020

It's good to see you here in the Community, @MKug.

 

Let me sort things out for you. I suggest running either the Transaction List by Customer or the Customer Contact List report. This way, you will have an option to add the Billing and Shipping address to identify the non-Ohio customers.

 

Here's how: 

  1. Go to the Reports menu.
  2. In the Find report by name section, type in either Transaction List by Customer or Customer Contact List.
  3. In your report page, click the Customize button.
  4. Choose the Report period.
  5. Under Rows/Columns, select for the Billing and Shipping Address.
  6. Once done, select Run report.

You'll also want to save your current customization. Feel free to check out this article for the details: Memorize report in QuickBooks Online.

 

Let me know if you have additional queries. I'll be glad to help you. Have a nice day. 

    M
    MKugAuthor
    August 10, 2020

    Thanks so much - this definitely gets me a lot closer to what I'm trying to get! I just wish there were an easy way to drill down further and filter by state!

    N
    Nick_M
    Level 4
    August 10, 2020

    Hey there, MKug. 

     

    I'm glad to see that my colleague was able to you out. I also agree that filtering by state would be another level of filtering that would be very beneficial, so I'm going to reach out to our development team and see about getting the feature added in a future update.

     

    Thank you for your time and have a lovely afternoon. 

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