Is there currently anwyay to sort sales, invoices, and reports by Ship-To and Bill-To in QuickBooks Online? There was in QuickBooks Desktop.
I ask because my company is an online software company, we don't sell physical products. With the new tax law changes, I need a way to be able to sort and track sales by state, so I can comply with the new state laws.
Thanks for taking the time to post in the Community. I’m here to share some information about sorting sales, invoices and reports by Ship To and Bill To in QuickBooks Online (QBO).
Currently, we can only do location tracking in QBO to categorize data from different states, countries, offices, regions, outlets or departments. Make sure to turn it on in your account settings to start using the feature.
Here’s how: 1. Go to the Gear icon at the top and select Account and Settings (Company settings). 2. Under Account and Settings, click Advanced. 3. Select the pencil (edit) icon in the Categories section. 4. Choose the category you want to enable and select the settings for that category. 5. Hit Save.
When you create a sales transaction, assign a location for the state where the customer is in. Then, run the Sales by Customer Detail Report and customize it to add the location column.
To do that, follow the steps below: 1. Go to Reports on the left pane. 2. Enter and select Sales by Customer Detail Report in the search box. 3. Set the date range. 4. On the upper right hand of the report, click the small Gear icon. 5. Under Change columns, click on Show More. 6. Select Location. 7. Click anywhere to refresh the report.
Since sorting and tracking sales transactions and reports by Ship To and Bill To isn’t currently available, I encourage you to share this with our Product Engineers so that they may consider this option for future updates.