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tquick17
November 23, 2019
Question

How do i run a report which shows income by city. This is needed for being a contractor due to cities want there money for taxes and there seems to be no easy way

  • November 23, 2019
  • 1 reply
  • 29 views
No text available

1 reply

AlcaeusF
AlcaeusF
Level 14
November 23, 2019

Welcome and thanks for reaching out to the Community, @tquick17.

 

QuickBooks Online (QBO) has a report called Sales by Location Detail or Summary that will show your income by city or location. The steps to pull it up are pretty quick and easy. Before we proceed, please note that this report is only available once you turn on the Location Tracking feature.

 

Here's how:

 

  1. In your QBO, go to the Reports menu at the left pane to get to the Standard reports page.
  2. In the search box, type Sales by Location and pick Detail or Summary. 

 

Here are some sample screenshots from my test account.

 

 

Just in case, I'll add these articles for future reference:

 

 

Reach out to me in the comment section if you have any other issues or concerns. I want to make sure everything is taken care of for you. Have a wonderful day!

T
tquick17Author
November 23, 2019

It may work. So now i need to upgrade my package for QBO to enable tracking. Then set up tracking. Seems like a lot to run a simple report that should be pretty much setup from the get go. I really miss quickbooks desktop version this is getting bad. QBO will go up to $70 per month from $25 to enable this feature.  Pretty much got strong armed into using the online version. Due to contracting software pushing to use online version and not supporting desktop version of quickbooks. QB desktop purchased 300-350 FULL useful package, Quickbooks online 300 per year stripped down. Quickbooks online Enable tracking $840 per year and it will still be stripped down. May look for other options this is getting crazy.

    M
    Mark_RModerator
    Moderator
    November 23, 2019

    Hi @tquick17,

     

    I know how much money you can save not to upgrade your QuickBooks Online (QBO) version. However, the Location Tracking is the best feature to help you run a report that shows income by City. 

     

    Once you're ready to use location tracking, please follow the steps below to upgrade your plan:

     

    1. Click the Gear icon, then select Account and Settings.
    2. Select Billing & Subscription from the left menu.
    3. In the QuickBooks Online section, click Upgrade.
    4. Choose the plan you want, then click Upgrade.
    5. Confirm your payment information, then Save.

    Here's an article for more details: Upgrade your QuickBooks Online Subscription.

     

    You might also want to read this article to learn about the limits of what your QuickBooks Online account can handle: QuickBooks Online File Size and Feature Limits.

     

    Feel free to leave a comment below if you have additional questions. We're always here to help.

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