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Replying to:
Jen_D
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Thanks for posting here, @3CreeksFarm,

 

If you want to pull up a list of all sales with all other information for your state, I can help find a report for you. We can customize a Sales by Product/Service Detail report to get all the details you need.

 

Here's how:

 

  1. Go to the Reports menu and find "Sales by Product/Service Detail" from the list or in the finder.
  2. On the report, update the Report period and Accounting Method.
  3. Tap the little gear on the report and mark the Taxable, Tax name, Tax amount and Taxable Amount boxes and all other tax filters you need there.
  4. On the same page click Class.
  5. If you're using classes to identify which sales are processed locally or through the internet, use the Customize button.
  6. Go to Filter then mark the Class filter.
  7. Once done, press Run Report.

 

On the report, you will notice that non-taxable items are blank in the Taxable column. Also, different classes assigned to transactions will appear there. See this:

 

 

Here are some related links that will help you run reports in QBO:

 

 

Let me know if you have any more questions with the reports. I'll be right here to guide you further with it. Have a nice day!

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