Hi! I need to produce a sales report per USA state. I saw a few FAQ instructing to go to Report / Sales by Customer and customize the report by adding the State field. I have done this, however, I don't see the state field or any address field. I am using QB Online. Any advice? Thank you.
Best answer November 10, 2023I'm here to provide the information you need regarding customization of sales reports, @Tanya-Ultimate.
Currently, the state field you've mentioned is unavailable in QuickBooks Online.
Our team is constantly improving our product for a better user experience. For this feature to be considered, I suggest sending Feedback to our product development team.
To submit your suggestion:
As a workaround, you can export the report to Excel from QuickBooks and manually customize it by adding a state column or box.
Additionally, you have the option to save your personalized reports . You can then print or email these reports to your clients and customers.
I'm always available to assist you in customizing your reports. Don't hesitate to leave me a comment below.