Welcome to the QuickBooks Community, ntrotter@surface. I'm here with the steps to ensure you can track commissions on a pay-on-pay basis in QuickBooks Online (QBO).
Thanks for providing detailed information about your concern. This helps me to come up with a solution to make sure you can achieve your goal.
In QuickBooks Online (QBO), tracking commissions can be done by utilizing the Class and Location Tracking features. To know more about this, feel free to visit this article: Track sales commissions in QuickBooks Online.
To clarify, when you say track commissions on pay on pay basis, does it means to track it when an invoice is paid? If so, you can run the Sales by Rep report on a cash basis so you can only see the sales that are paid at a specific time. Here's how:
- In your QBO account, go to the Reports menu.
- Next, from the search field type Customer Detail click the report to open.
- Then, click Customize.
- From the Rows/Columns look for the Sales Rep box and put a checkmark.
- Next, expand the Filter section.
- Then, check the Sales Rep box.
- Once done, select Run report.
If you're referring to something else, please add a reply below.
Also, to view all invoices that were paid in July as well as all credits applied, you can simply pull up the Invoices and Received Payments report. I'll guide you on how:
- Navigate to the Reports menu.
- Then, scroll down to the Who owes you section.
- From there, click the Invoices and Received Payments report.
Customizing the reports to show only the specific details you need is a breeze. QBO also allows you to save the modification for future use.
Let me know how this goes and feel free to add a comment below if you have additional questions about tracking commissions on a pay-on-pay basis in QBO. I'm always around and ready to help. Have a good one.
