In QuickBooks, financial reports give you tons of great information about your business. There are many ways to run your report. Filter them to display only individual accounts or clients, or format the layout so that the right information appears in the right location. Intuit, the founder of QuickBooks enhanced it by adding a location feature. With this function, you can run customer sales report by City/State in QB. However, the sales report is pretty useful for determining your largest customers as well as giving you better insights into your sales representatives’ performances. So without wasting much time, let’s learn how to run customer sales report by city/state in QuickBooks in this particular blog post.
What is the Purpose of the Sales Report in QuickBooks?
QuickBooks Sales Reports will help you gain a better understanding of your billing and sales processes. In the Sales Reports section, you can view sales by customer and by sales agent, in addition to amounts due from customers, open invoices, and average days to pay.
Steps to Run a Customer Sales Report by City/State in QB?
To carry out this process, you are required to run the Sales by Location Detail report and set the desired date in the “Report period” field. This way, you’ll be able to pull up the information which you’re looking for in your report.
Before you start the process, make sure that the Track Location Settings is turned on. This ensures that you’re able to track your transactions by state in your report. It also allows you to specify the location every time you create a transaction like an invoice, sales receipt, etc. If you haven’t already, then let me guide you how you can do that:
- Go to the Settings and select “Account & Settings”
- Next, hit the Advanced tab
- Now, go to the Categories section and select the Edit icon
- After that, select the checkbox to track the locations
- In the end, hit the Save followed by Done tab
Once done with that then you need to add the location which you want to track and reflect in your report. Let’s see how:
- Go to the Settings and select the “All Lists” option
- Next, choose the Locations and then tap New
- Now, add the Name of the location where you want to track
- At last, hit the Save & Close tab to confirm the action.
Now, you’re all set to run the Sales by Location Detail report. Simply, perform the below steps and you’ll be able to run a sales report by state in QuickBooks:
- First, go to the Reports menu which is at your left pane
- Next, find and type “Sales by Location Detail” in the open search box
- After that, pick a Report period >> Group by Location >> Accounting method
- Once done then hit the “Run Report” tab to display the desired information for this report.
No doubt! QuickBooks is a powerful program for small business owners, so if you take some time to learn sales reports and how to change sale receipt number, you will get more out of this small business accounting software program. With the above information, hopefully you learned the process very well and you’ll easily run customer sales report by City/State in QB.
Frequently Asked Questions
Q1: How do I get my QuickBooks monthly sales report?
Ans: It is very simple to get your monthly sales report in QuickBooks. You just have to go to the Reports section and enter Sales in the field “Find by Report name”. There are multiple reports will be shown and you have to choose the preferred sales report. In the Report Period drop-down, select the “This Month-to-date” option and finally, click on the Run report.
Q2: How do I customize my report in QuickBooks and what are the sections I can customize?
Ans: To customize the report, you just have to apply the multiple filters. The filters in most reports are the same. Some filters can only be used on specific reports. Below are report sections that you can customize:
➤ General section: You can change the things like reporting period, accounting method, and number format.
➤ Header/Footer section: In this, you can decide what you want to appear in the header and footer.
➤ Filter section: You can choose here the customers, vendors, accounts, products which you want to appear on the report.
➤ Rows/Columns section: Choose which rows and columns you want to appear on the report.