Thank you for posting your concern about managing sales reports by customer zip code or city, @sean30. We're glad to share details about getting this report into our program.
We can understand the importance of keeping track of your sales in QuickBooks Online (QBO). The type of report you want to pull up is currently unavailable. However, you can run two reports and consolidate them in Excel. These reports are the Sales by Customer Detail and Customer Contact List report. Then, from the Columns section, add the Zip and City.
To pull up these reports:
- Navigate to the Reports menu.
- In the search box, type in the Sales by Customer Detail.
- If you wish to select a specific customer, select Customize, then select Filter.
- Put a checkmark in the Customer dropdown arrow, and select the customer you wish to track.
- Also, don't forget to customize the date range.
- Then click Run Report to save changes.
We can do the same steps for the other report. Though, you'll have to Customize the Column section. See the following articles for further details on handling reports:
Once ready to export these reports to Excel, please refer to this link to learn about exporting reports from QBO: Export your reports to Excel from QuickBooks Online.
You can always count on us if you need more help navigating your QBO account, especially in managing reports. We're always rooting for your success. Please take care of yourself and have a good one, sean30!
