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Level 1

Sales report by sales representative

Hi Team

I want to create a report in QBO showing sales by all the sales representative together but not able to do that. Kindly assist on this.

 

I want to create leader board.  It will show MTD accrual sales by sales rep sorted by amount.

 

 

1 Comment
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Moderator

Sales report by sales representative

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

 

In QuickBooks Online (QBO), the ability to pull up a report by sales representative is currently unavailable. This is only available in the desktop version (QBDT).

 

If you used the Class tracking feature to associate it with the sales rep, you can add it column in the report as a workaround. This can be done by clicking the Customize option at the top right and placing a checkmark on the Class box in the Rows/Columns drop-down. 

 

While this option isn't available yet, rest assured that I'll pass along your suggestion to our Product Developers. They're always looking for ideas to consider on how to improve QBO. In the meantime, I recommend visiting our Blog site. This is where we share recent happenings and future developments, such as updates to newly added features.

 

Just in case, I'll add this article for future reference: Customize reports in QuickBooks Online.

 

Please leave a comment below if you have any other questions or concerns, and I'll get back to you right away. I'm always happy to help. Enjoy the rest of the day!

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