How to run a quickreport report showing sales by state

Thanks for joining us here. I have a workaround for QuickBooks Online Essentials you can try.

We can create a custom field and add the state from there. This will be added to the filters on the reports so you can generate a sales by state report. Please follow these steps:

  1. Go to the Gear icon and select Account and settings .
  2. From the Sales tab, select the Sales form content section.
  3. Toggle the Custom fields to turn it on and enter a custom field name in the field given.
  4. Check the Internal and Public (optional). Tap Save , then Done .

Once done, create a sales transaction as usual and you'll see the custom field. Enter the state in it and save the transaction.

Then, I suggest you use the Sales by Customer Detail report. You can search it on the Reports menu. From the Rows/columns drop-down, select the custom field you created. This will group the data by state.

This is how it looks like:

Also, check this link if you need to personalize the report: Customize reports in QuickBooks Online. This contains detailed steps on how to fully personalize it to get the data you need.

Do you have other concerns? Leave a comment again here and we'll respond as soon as we can. Thanks!