Using Ship To data fields to identify job site address vs customer office/billing address

Good day, Dave. 

Thanks for reaching out to us. Let's work together to get this problem fixed. 

There may be a problem with your company file that's causing this issue. I'd recommend running the Verify and Rebuild Data utility. The tool scan data issues within the company file and self-resolves them.

Before proceeding, make sure QuickBooks Desktop is up-to-date. This way, you always have its latest features and fixes. 

To Verify Data:

1. Go to the File menu.
2. Tap Utilities then Verify Data.
3. Click OK on the prompt.

To Rebuild Data:

1. Click the File menu.
2. Go to Utilities and select Rebuild Data.
3. Hit OK to back up your company file.
4. Wait until the Rebuild is complete.
5. Click View Results.

Feel free to check out this resource for more details about running reports for Jobs, Time, and Mileage: Available reports in QuickBooks Desktop.

Please keep us posted if you need further assistance and let me know how these steps turn out. We want to make sure everything is working as it should be. Have a great day!

RE: When we had a custom report created to report on the active jobs, some of the jobs showed the job site location as typed into the job set up while others showed the letters na.

What sort of custom report? Is is running within QuickBooks like other reports?  Is it a transaction-based report including accounting data, or a list-based report just listing the jobs, similar to a customer contact report?

What is the column title that is is showing "na" as a value (I've never seen that in QB before)?

Can you send a screenshot? Perhaps that will clarify things.

Thank you for these recommendations.  I have come in over the weekend to undertake these steps to see if that resolves our issue.  I will report back once I've completed the steps and had a chance to retest things.  Thank you again.

This is a custom Crystal report that was created for us by a consultant that uses QQube to extract the data from QuickBooks and then provide it for the report.  

Thank you for this guidance.  We ran the Rebuild & Verify process over the weekend. 

The process did uncover errors.  Some were able to be fixed and others were not.  The Rebuild & Verify Results log listed these successful fixes and failures and recommended that we call QuickBooks support. 

There was no improvement in our report output, so we will be contacting QuickBooks support next.

Thank you again for your input and recommendations.

Agreed.

We have reached back out to the author of our custom report, who is also most familiar with QQube to request their assessment and assistance.  Thank you.

Hello,

I need to run a report and export to excel based on ship to state, which is different from customer state.

I am on Enterprise 10.0.

Please advise.  I've tried all the know reports/methods without success.

Thanks

Thanks for joining the thread, @dlpcpa1.

I understand how having this option would provide an advantage to your business and make things easier and much more accurate. I'd also like to say that I appreciate the time and effort you've exerted into this. As I've checked here on my resources, the option to export a report based on ship-to-state is unavailable.

I want to help you get through this and have the feature in QBDT. I recommend sending a feature request to our Product Development Team. This way, they'll see your feedback and consider adding it to the next program update. I'll gladly input the steps below so you can proceed. To begin, here's how:

1. Access your QuickBooks Desktop company.
2. Go to the Help menu.
3. Select Send Feedback Online.
4. Choose Product Suggestion, and then enter a brief description of your feature request.
5. Once done, click Send Feedback.

In addition, here's an article in case you'd like to modify a report and add more details to it in QBDT: Customize reports in QuickBooks Desktop.

You can also check this page to learn more about how you can keep your current report settings and apply it the next time you run reports: Create, access and modify memorized reports.

It's been a pleasure to have you here, @dlpcpa1. Feel free to mention my name in the comment section if you need help performing specific tasks in QuickBooks. I've got all the time to assist you. Stay safe, and have a nice day!