Can we create a total sales number (year to date) by sales rep?

Thanks for joining us here in the Community, fitzfamily5.

You've come to the right place for assistance. I'm happy to walk you through the process to create a custom sales report in QuickBooks Online.

There are just a few steps to get this done. First you'll need to open and filter the report:

1. Select Reports from the left-hand navigation menu.
2. Search for and select Sales by Customer Detail.
3. Choose the Date drop-down and choose Year-to-date (or pick a custom date range).
4. Click the Customize button in the top right corner.

Once you've done that, you can add a column to include the sales rep:

1. Scroll down to the Rows/Columns section and check the box for Sales Rep.
2. Expand the Filter section.
3. Check the Sales Rep box and select the specific rep(s) you want to include in the report.

Then finally, you're ready to run the report and save it for later:

1. Click Run report.
2. If you want to use this view again without rebuilding it, click Save customization on the report page so it appears in your Custom Reports tab next time.

The following article provides additional info about customizing reports in QuickBooks Online.

Please don't hesitate to drop a comment below if you have any other questions. The Community is always here to lend a hand.