Has anyone found a way to run a report of Customer’s Sales by City and/or State for reporting sales for Sales tax or annual income tax filings using the company’s billing/shipping address’?
As you know they don’t have any such standard sales reports that you can easily filter the report by state or city or zip code.
Yes, we found a way to do this in QBO but it’s not perfect in anyway. In QBO, they’ve three custom text fields available to enter on Invoice form, you can use (if available) one of the custom fields to enter State. See screenshot below.
And then, you can run standard Sales by Customer Detail report. And then select Group by State under Rows/columns at the top left. . See screenshot below. Since this’s just an optional text field, you manually enter on Invoice form, you may also want to review “Not specified” tag if you’re using this for sales tax reporting purpose.