Automatically Calculate Selling Fee / Commission

Hey there, @DCBUS.

Glad to hear everything is in order and you're back to business! 

The Community will always have your back. Wishing you and your business continued success in all that you do.

We'd like to do this as well, but on QB Online. What are the steps for QBO?

Thanks for chiming in on this thread, @luvlogistics.

The information provided by my colleague above is unavailable in QuickBooks Online. The ability to set up a line item for selling fee and commission that is based on subtotal hasn't been made available in QuickBooks Online.

We are constantly looking for input from our users on how we're doing and ways we could do even better. That said, I'd encourage you to submit feedback for our product engineers so it will be added on the next product enhancements.

Here's how:

1. Go to the Gear icon and choose Feedback under profile.
2. It will open a window where you can enter your product suggestions.
3. From there, input how you want the program to work.
4. Click Next to submit it.

Then, you can check our feedback page. From there, you can check for related requests and add a vote to add the feature.

For now, you'll have to manually create a line item for that specific transactions or you can visit our QuickBooks App Center to find a third-party app that can automate the process. Once you're in, click the profile of each payment processing app to know what are their key benefits and how they work with QBO.

Before purchasing to any service, I'd suggest reading some reviews online or trying their trial options available. This is to ensure that you'll find all of the features you need.

To stay current with the QuickBooks news and feature enhancements, I suggest visiting our blog site. Here's the link: Product Updates. I'm also adding this article to help customize the invoices that you send to your customers: Customize sales forms.

Feel welcome to reach out to us again with any concerns and questions you may have. We're always here to back you up, @luvlogistics.

We would like to be able to track commission for our reps.  They are not employees of our company, they would be outside reps.  

I don't want QB's to show the commission on the actual invoice to the customer, but I want to be able to track a commission per invoice.  

Is this something that QB's Enterprise Desktop can process?

Thank you

Janel [removed]

Sika USA Inc.

I've got you covered on tracking commissions for your representatives, Sika. This way, we can determine how much to pay or track it in your business.

We can track these commissions in your QuickBooks Desktop (QBDT) file in two ways. The first one is to enter the commission manually on the invoice, which means that the commission can be tracked in the invoice but remains visible to your customers. 

Otherwise, we can set up this representative in your company file to record every transaction linked to them. Then, turn on your class tracking settings to enable the option to track their sales individually.

Please follow the steps below to set your sales rep on your company file:

1. Go to the Lists menu and select Customer & Vendor Profile Lists.
2. From there, select the Sales Rep List.
3. Click the Sales Rep dropdown at the bottom of the page, and select New.
4. Enter the Sales Rep Name and click OK.
5. Select either to make a Quick Add or Set Up manually.
6. Choose Other for the Name Type and click OK. If you set up manually, fill out the details needed to continue and hit OK. Otherwise, the application will automatically assign an initial for you.
7. Then, press OK.

To track each salesperson's sales independently, you can now add them as a class after creating your class list. Class fields will appear as you enter transactions. Next, you can choose which representative is linked to that particular transaction.

To determine the individual sales of each salesperson, you can generate sales reports categorized by Class. You can also run the Profit & Loss report by Class. To compensate, generate the Sales by Rep Detail report for a comprehensive overview, then calculate your salesperson's commission percentage based on their sales amount, and proceed to the Write Check window to issue payment to your salesperson. 

I'm always in the corner if you require additional assistance in tracking your representative commissions. Other than that, you can add a reply if you need additional assistance about managing your QuickBooks file. Stay safe!