Question

How can I create last quarter customers' report filtered by location (state in the usa)?

Forum|Forum|2 years ago
April 10, 2024
1 reply
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QuickBooks Online

Nicole_N

QuickBooks Team

I'll share some information about filtering customer reports by location in QuickBooks Online (QBO), @accounting-avion.

If you've turned on the location tracking feature in QBO, then you're able to track your customer transactions by location in your report. If you haven't already, here's how to turn it on:

Go to Settings and select Account and Settings.
Click Advanced.
In the Categories section, select the Edit ✎ icon.
Turn on the Track locations and switch to track locations.
Hit Save, then Done.

Refer to this article for more details: Set up and use location tracking in QuickBooks Online. This also includes the steps on how you can add a location you want to track and reflect in your report.

Once done, you can run the Sales by Location Detail report. Here's how:

Go to the Reports menu on the left pane.
Look for and type Sales by Location Detail in the search box.
Pick a Report period and Group by Customer.
From the small gear icon, make sure to select Location.
Hit Run report to display the desired info for this report.

However, we don't have an option to run customer reports by state in QuickBooks Online.

You'll also want to get a personalized format for your reports. Check out this article for the process: Customize reports in QuickBooks Online.

I'm all ears if you have further questions or concerns. Simply leave a reply below and I'll provide the necessary help.

A

accounting-avionAuthor

Dear Nicole,

Thank you very much for your response with kind assistance.

I followed all steps below, succeeded in editing settings and running the report.

When we bridge our invoices from Quantum to QBO, the location field in the invoices/bills/ payments stays empty.

I need to filter our customers (last quarter) according to Florida state in the USA. It’s mentioned in Customer’s details.

Please assist to create such report: all Florida customers of the last quarter.

Thank you!

Tamara Fookson

C

ChristineJoieR

QuickBooks Team

Thank you for sharing more details about your concern, accounting. I recognize you need to pull up the Customer report filtered by location range to the last quarter in QuickBooks Online.

Try to pull up a report for the Customer Contact List, and then filter the Rows/Columns, and choose the Billing state. This will allow QBO to show your customer under Florida. However, we're unable to sift the date range for the last quarter since this isn't a supported function in QBO.

Please see this screenshot as your reference:

Another workaround, you exporting a report to Microsoft Excel to allow you to modify the data on the report, such as sorting selected fields, reordering the fields, deleting fields, and Layout tabs to customize the report's output.

If you want to export your Customer list report to Excel, here's how to do that:

Click Reports.
In the Go to report field, type Customer Contact List.
Once done, click the Run report.
Click the Export icon beside the Gear icon in the report.
Select Export to Excel.

Do you need to memorize the report? Please refer to this page. It can provide insights into saving the customized report: Memorize reports in QuickBooks Online.

I can still help you customize a report and guide how to save it using the tools available in QuickBooks Online. If you have any specific questions or need assistance with report generation or customization, feel free to ask!

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