I need to set up a report that I can generate each month to a) calculate a running total of all sales generated per sales rep that are still current for this month (no matter when they signed them up.. SO.. if they signed up 2 deals in Jan they'd get paid for those 2 deals at the end of Jan.. if they add 3 more in Feb, then they'd get paid commission on all 5 deals at the end of Feb.. and so on.. each month (as long as their accounts are still in good standing (or active) and their pay for the month. and then b) pay them monthly through Quickbooks Payroll service.
First the Sales Log.. I need it to look like this (it'll have more fields):
|ABC Pizza||Bob Smith||1/2/18||mobile app||$39||$99||$60||$60||YES|
|XYZ Pizza||Mark Jones||1/4/18||mobile app||$39||$69||$30||$30||YES|
|Main Street Coffee||Bob Smith||1/15/18||mobile app||$39||$49||$10||$10||YES|
|West Side Coffee||Mark Jones||1/28/18||mobile app||$39||$59||$20||$20||YES|
|Cafe USA||Bob Smith||2/4/18||mobile app||$39||$99||$60||$60||YES|
|Wing Hut||Bob Smith||2/10/18||mobile app||$39||$79||$40||$40||YES|
|Taco Mamma||Bob Smith||2/20/18||mobile app||$39||$99||$60||$60||YES|
So then I can pull a report for Feb.. For each sales rep... So Bob Smith's would need to look like this
|SALESREP||COMPANY||SOLD DATE||PRODUCT||BUY RATE||SELL RATE||DIFFERENCE||ACTIVE||PAY|
|BOB SMITH||ABC Pizza||1/2/18||Mobile App||$39||$99||$60||YES||$60|
|BOB SMITH||Main Street Coffee||1/15/18||Mobile App||$39||$49||$10||YES||$10|
|BOB SMITH||Cafe USA||2/4/18||Mobile App||$39||$99||$60||YES||$60|
|BOB SMITH||Wing Hut||2/10/18||Mobile App||$39||$79||$40||YES||$40|
|BOB SMITH||Taco Momma||2/20/18||Mobile App||$39||$99||$60||YES||$60|
Then finally to send reports to reps and pay them automatically.
Can I get walked through how to do this please?
Good day, @customappbuild.
Welcome to the Community! I can provide information about generating a report to automate payroll to a sales rep.
Generating a report to automate payroll to a sales rep isn't currently offered in QuickBooks. I can definitely see how this report would be useful. As a team with a massive road-map, we have to pick new features based on the value they’ll add to the most users possible.
Features and options will be implemented in the product when you share your suggestions to our product developers. Please share them via this link: http://feedback.qbo.intuit.com/forums/168199.
Also, you may find this article helpful about customizing a report in QuickBooks: https://quickbooks.intuit.com/community/Reports-and-accounting/Customize-reports/m-p/186005.
Please know that I'm here if I can be of additional help. Wishing you and your business continued success.