Hi there, lizk1.
I can share some information about how the Location Tracking feature works.
Ye, that's right. If you've turned on this option, you'll have to specify the location, region, or outlet of your sales transaction. This way, QuickBooks will be able to accurately group and categorize them in your reports. Additionally, we're unable to directly run a sales report by shipping address. The location of the sale is only used for the calculation of your sales tax.
To generate this data, you'll want to assign locations to your invoices and sales receipts. You can follow the steps in this article to learn how to set up the feature and add a location: Set up and use location tracking. After that. go to the Sales menu and open each sales transaction. Next, select the appropriate county from the Location drop-down menu and then click Save and close.
When you're all set up and ready, it's time to pull up the Sales by Location Detail report to view sales amounts for each county. Here's how:
- Select Reports from the sidebar menu>
- Under the Sales and customer section, select Sales by Location Detail or Sales by Location Summary.
- Set the desired reporting period and accounting method.
- Click Run report to complete the process.
I've also included some articles that help you streamline the reporting process in QuickBooks:
Drop me a comment below if you have further questions about reports. I'll always have your back.
