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Level 1

Easy report to pull showing sales by ship-to state?

Thanks to the Dakota v. Wayfair act, we are having a rather difficult time trying to find a simple and easy way to report sales by ship to state to determine whether we meet sales thresholds to begin collecting tax in any state besides our home state.

 

We were thinking of setting up a tax code for every state and identifying each order's tax designation based on the state it's shipping to, but if we do this, we'll have 50 states showing on the sales tax center and I still need an easy way to have an "interstate" total for my home-state tax return.

 

Does anyone else have a more viable solution? Easier report to pull?

3 Comments
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QuickBooks Team

Easy report to pull showing sales by ship-to state?

Hi there, @harliequin.

 

I appreciate the details you've provided to elaborate your concern. I'm here to give the best possible way to create a Sales by ship to state report.

 

At this time, there's not a way to pull up a specific report that will show the sales with ship to state data. However, I have a workaround that should work for you.

 

You can use the class and location tracking to group sales for a specific state on a report. Create a class or location for each state and assign them to state where the customer is in whenever you create the sale.

 

Please note that this is only available in QuickBooks Online Plus subscription and turning on the class tracking or location will be the first step to do.

 

Here's how:

  1. Go to the Gear icon.
  2. Under Your Company, select Account and Settings.
  3. Click the Advanced tab.
  4. In the Categories section, click the edit pencil icon.
  5. Check the box for Track classes or Track locations to turn on the feature.
  6. Click the Save button.
  7. Then, click Done.

Once done, you may start categorizing your sales to get the interstate total for your home state tax return. For a more in-depth insights on this matter, check out this article: https://community.intuit.com/articles/1776444. 

 

Additionally, run the Sales by Customer Detail report that will group the data by class or location. 

 

While this feature isn't available, I encourage you to send feedback directly to our product developer to let them know you'd like this added. QuickBooks Online is a constantly evolving platform and the voice of users, like yourself, helps steer the changes that occur.


Here's how:

  1. Choose Feedback.
  2. Enter your request/product suggestion, then click Next.
  3. Select Feedback as the Category.
  4. Click Send message.

They add new features based on suggestions from customers like yourself. To reinforce your request, I'll also be sending a product suggestion about your concern.

 

That should do it! You should be able to get the interstate total for home state tax return with the above workaround. Let me know if you're able to pull up the report and if you have other questions. I'm always here to help. Have a great rest of the week!

Highlighted
Level 1

Easy report to pull showing sales by ship-to state?

Unfortunately we do not have QBO Plus, just regular QBO. 

Highlighted
Moderator

Easy report to pull showing sales by ship-to state?

Thanks for getting back, harliequin.

 

If you wish to have a specific report that will show the sales with ship to state data, we recommend upgrading your QuickBooks to a higher version such as QuickBooks Online Plus where this feature is available.

 

You can also check available features for each subscription in this article: https://quickbooks.intuit.com/online-compare.

In case you want to upgrade your QBO, here are the easy steps:

  1. Click the Gear icon.
  2. Click Account and Settings.
  3. Click Billing & Subscription.
  4. In the QuickBooks section, click Upgrade.
  5. Choose the QuickBooks Plus
  6. Enter credit card information.
  7. Confirm the upgrade and billing.
  8. Click Save.

Please check out this article to learn more about upgrading QBO: Upgrade my QuickBooks Online subscription.

You've got me here if you have any other questions about QuickBooks reports. I'd be delighted to answer them for you.

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