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Replying to:
ReyJohn_D
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I'm here to ensure you're able to run a sales report by state, @arl1231.

 

To achieve this task, you'll have to run the Sales by Location Detail report and set your desired date in the Report period field. This way, you'll be able to pull up the information you're looking for in your report. 

 

Before we start, let's make sure the Track Location setting is turned on. This is to ensure you're able to track your transactions by state in your report. Also, this enables you to specify the location every time you create a transaction like an invoicesales receipt, etc. If you haven't already, I'll guide you on how:

 

  1. Go to Settings ⚙, then choose Account and Settings.
  2. Tap Advanced.
  3. Pick the Edit ✎ icon in the Categories section.
  4. Select the checkbox to track locations.
  5. Hit Save, then Done.

    B17.PNG

Then, you'll have to add the location you want to track and reflect in your report. Here's how:

 

  1. Let's go again to Settings ⚙️, then pick All Lists.
  2. Select Locations.
  3. Tap New, then add the Name of the location you want to track.
  4. Hit Save and Close to confirm the action.

    B18.PNGB19.PNG

Please read through this article for more information about the steps provided above: How to track location in QuickBooks Online?.

 

Once done, you're all set to running the Sales by Location Detail report. Here's how:

 

  1. Go to the Reports menu at the left pane.
  2. Look for and type Sales by Location Detail in the search box.
  3. Pick a Report periodGroup by Location, and Accounting method.
  4. Hit Run report to display the desired info for this report.

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You'll also want to get personalized the format for your reports. Feel free to customize it in QuickBooks Online. This article will give you details on how: How to customize reports in QBO?.

 

Fill me in if you have more queries with running your reports in QBO. I'd be glad to assist you further. Take care always and best regards,@arl1231.

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