Thanks for joining the thread, dlpcpa1.
Reports are displayed by QuickBooks Desktop in accordance with a set of rules known as a Report set. Information is taken from the data file and shown as a collection of transaction lines using this set of instructions. Running the Sales by Ship To pulls data based on the invoice date or creation date.
You can personalize and include the Ship to State column to get the data you require. Export your report to Excel after that. You may then add more customization from there.
Here's how:
- Go to the Reports menu, then hover your mouse to Sales.
- Choose Sales by Ship to Address.
- Click the Customize Report button.
- Add the Ship To State column under the Display tab, then hit OK.
- Ensure you have the correct reporting period.
- Click the Excel dropdown to export your report to Excel.
You can also make use of the QuickBooks Advanced Reporting function that comes with QuickBooks Desktop Enterprise. This will allow you to customize your report based on your specific needs. Check out this link for more details: QuickBooks Advanced Reporting (QBAR) FAQ.
Thank you for dropping by. If you have additional inquiries concerning QuickBooks, feel free to leave a comment below. I'll be pleased to assist you.
