Hello there, sriche01.
Let me provide the details on how to generate a Sales by Customer detail report sorted by state.
The following information demonstrates sales figures organized by state, which is especially useful for tracking sales trends based on location. I can provide you with the steps.
Here's how:
- Login to QuickBooks Online.
- Go to the Reports menu.
- Select Sales and then Sales by Customer Detail.
- Choose Customize Report.
- On the Display tab, from the Columns list, select Name State/Province.
- Remember to choose Total from the dropdown menu and then select Total Only.
- Select the Sort by dropdown and then Name State/Province.
- Click OK.
You can also follow this article for more information about the steps provided: Customize customer, job, and sales reports in QuickBooks Desktop.
If there's anything else I can help you with memorized reports, feel free to post here anytime. Thank you for dropping by have a lovely day.
