United States United Kingdom Australia Canada (English) Canada (French) France Singapore South Africa Global Ireland
cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 
MKug
Level 2
posted
‎August 10, 2020 10:41 AM
last updated ‎August 10, 2020 10:41 AM

State Tax Report

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?

Solved
Reply Join the conversation
Best answer August 10, 2020
Solved

Best Answers
Rubielyn_J
QuickBooks Team
QuickBooks Team
‎August 10, 2020 12:06 PM

State Tax Report

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. 

View solution in original post

Reply Join the conversation
4 Comments 4
Rubielyn_J
QuickBooks Team
QuickBooks Team
‎August 10, 2020 12:06 PM

State Tax Report

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. 

Reply Join the conversation
MKug
Level 2
‎August 10, 2020 12:57 PM

State Tax Report

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!

Reply Join the conversation
Nick_M
QuickBooks Team
QuickBooks Team
‎August 10, 2020 01:07 PM

State Tax Report

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. 

Reply Join the conversation
moorsalone
Level 1
‎January 09, 2021 12:53 AM

State Tax Report

I appreciate the replies on this topic. No one mentions that fact that QBO users have been asking Intuit to modify the customer address to break out city, state and zip as separate fields for YEARS!

 

I started using QBO in 2014 and I have been watching this situation for years. I stopped asking anyone in support about it because it became obvious that no one in development really seems to care that this is important to companies that need to run reports sorted by state or zip code.  

Reply Join the conversation
Sign in for expert help
Ask questions, post replies & join our community of QuickBooks users.

Need to get in touch?

Contact us