I have to pay commissions based on payments received by the customer, how do I get a report on the detail? I cannot find a report that gives details.

dracinelli · ‎December 10, 2018

I have to pay commissions based on payments received by the customer, how do I get a report on the detail? I cannot find a report that gives details on the invoices paid on transaction detail it only shows amount paid and not the invoices associated with it to calculate commission

qbteachmt · ‎December 10, 2018

Run the Sales by Rep report and set it for Cash Basis = only Paid amounts.

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rmaytubby · ‎December 10, 2018

Hi Darlene, how did you solve this issue? I am facing the same challenge. Thank you! Rebecca

qbteachmt · ‎December 10, 2018

Darlene liked the answer already provided: Run the Sales by Rep report and set it for Cash Basis = only Paid amounts

dracinelli · ‎December 10, 2018

see below

dracinelli · ‎December 10, 2018

Oh oops wrong question I answered - Long Day - Commission - Ran the report on Cash basis and not accrual works PERFECT!!

dracinelli · ‎December 10, 2018

Run the Sales by Rep report and set it for Cash Basis = only Paid amounts

qbteachmt · ‎December 10, 2018

Thanks, darlene. You can edit the "wrong" answer and just remove that text

rmaytubby · ‎December 10, 2018

Hi Darlene, Thank you for the help. This report is exactly what I need - YAY!!

qbteachmt · ‎December 10, 2018

Run the Sales by Rep report and set it for Cash Basis = only Paid amounts.

dracinelli · ‎December 10, 2018

Thank you SO much you are a life saver! Totally worked!

Raywhite28 · ‎December 10, 2018

You need a custom report to accomplish this.

See link below. They may have a report or can write one for you.

https://clearify.com

This is not a recommendation.

kathykath61 · ‎September 14, 2020

solved? I cannot locate the SALES REP REPORT even with a search on the reports. What am I missing?

katherinejoyceO · ‎September 14, 2020

Hi there, @kathykath61.

Welcome to the Community. I'll walk you through running the Sales By Rep Detail report.

Here's how:

In the Reports menu.
Select Sales.
Choose the Sales by Rep Detail.

You can also click the Customize Report button should you need to capture specific details you only want to show in a report.

If you're still unable to locate the report, I'd recommend you update QuickBooks to its latest release. Here's how:

From the Help menu, choose Update QuickBooks.
Go to the Update Now tab.
Select Get Updates to start the download.

Once done, restart QuickBooks. Then, accept the option to install the new release when prompted.

If the steps above don't work for you, I'd suggest you run the Verify and Rebuild tools to troubleshoot unusual behavior and potential data issues.

Let me know if you have additional questions. We're always here to guide.

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I have to pay commissions based on payments received by the customer, how do I get a report on the detail? I cannot find a report that gives details.