Hello Linda,

Thanks for joining in on the conversation. QuickBooks Online offers a variety of ways to customize and filter reports to show the specific data that our customers need. When making the switch from QuickBooks Desktop you'll notice that there are some differences, but rest assured that QuickBooks Online has many similar or comparable features that you'll get the hang of in no time. I have a way that you can get a report to group your customers by province. Let me explain.

While the ability to group customers in reports by location isn't yet available, I have a fantastic workaround for you. From the Reports page, search for the Transaction Detail by Tax Code Report. If you've assigned tax codes to invoices based on the provinces your customers are located in, you'll be able to use this report to group your transactions by tax code, and as a result, by location. For example, all transactions that used the HST ON tax code will be separated from transactions that used HST NB. If you haven't yet set up taxes for each province, here's How to set up a new sales tax code.

You can further filter this report by selecting the Customize button. From here you can select the transaction type, customer name, product/service, and more. If you've forgotten to specify a tax code, or selected an incorrect tax code on a transaction, you can always go back and edit it to make those changes. QuickBooks Online offers extensive filtering and customization options when it comes to reports, so I know you'll find just what you need.

Submitting feedback to our product development team helps to let them know that filtering reports by location is a feature our customers want. Submit feedback by going to the Gear icon, then click Feedback. We want to provide you with a small business accounting software that's right for you. 

I hope this workaround does the trick to get you the data you want to see!