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JLC2
Level 2

Rep is not showing on Estimate for All Customers Report

My customers in QuickBook Desktop are now being assigned reps. When running an Estimates for All Customers report the Rep is not showing up when I add as a detail column. How do I fix this issue?No Rep showing on Estimates.png

 

Solved
Best answer December 02, 2020

Best Answers
JonpriL
Moderator

Rep is not showing on Estimate for All Customers Report

Hello @JLC2,

 

You can turn on the Rep field within the template used for your estimates by customizing it. Let me show you how.

  1. Go to Customers.
  2. Select Create Estimates.
  3. Under Formatting, select Customize Data Layout.
  4. On the Header tab, select Rep for both Screen and Print.
  5. Click OK twice.

In addition, here's an article you can read to learn more about how you can manage your templates:

Lastly, I've also included this helpful article to get a better view of the transactions you created for your customers: Get started with customer transaction workflows in QuickBooks Desktop.

 

If there's anything else that I can help you with, please let me know by leaving any comments below. I'll be here to lend a hand. Stay safe and well1

View solution in original post

3 Comments
MadelynC
QuickBooks Team

Rep is not showing on Estimate for All Customers Report

As long the Rep is added in the transactions it should appear on the report, @JLC2.


In order to Rep details present on the Estimates for All Customers report, you’ll want to ensure it was added to all estimate transaction when they created them.


Here are the screenshots for your visual reference:
Capture.PNG


Capture.PNG
On the other hand, if the Rep was added and showed in the transaction window, we can utilize the Verify and Rebuild data tool to get this fix. It identifies the most commonly known data issues within your company file while resolving it right away. Here are the steps to do it:

 

  1. First, choose Window and then select Close All.
  2. Go to the File menu, and then click on Utilities.
  3. Select Rebuild Data.
  4. Follow the onscreen instruction to back up your data.
  5. When the tool finishes, select OK.
  6. Navigate to the File menu and then hover over Utilities.
  7. Click Verify Data and select Rebuild Now once QuickBooks finds an issue with your company file.


Please know that you'll need to log in in a single-user mode when doing this process. Usually, it only takes minutes to complete. However, it'll still depend on your company's file size.


I’ve added a link in case you need more information about customizing a report. This contains complete instructions so you can focus on specific things that matter the most.


Please let me know if you have other concerns with reports in QuickBooks. I’ll be here anytime to help you out.

JLC2
Level 2

Rep is not showing on Estimate for All Customers Report

Thank you, 

 

That Rep drop-down on the estimate screen is not showing for me. How do I add it? 

JonpriL
Moderator

Rep is not showing on Estimate for All Customers Report

Hello @JLC2,

 

You can turn on the Rep field within the template used for your estimates by customizing it. Let me show you how.

  1. Go to Customers.
  2. Select Create Estimates.
  3. Under Formatting, select Customize Data Layout.
  4. On the Header tab, select Rep for both Screen and Print.
  5. Click OK twice.

In addition, here's an article you can read to learn more about how you can manage your templates:

Lastly, I've also included this helpful article to get a better view of the transactions you created for your customers: Get started with customer transaction workflows in QuickBooks Desktop.

 

If there's anything else that I can help you with, please let me know by leaving any comments below. I'll be here to lend a hand. Stay safe and well1

View solution in original post

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