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JudyC61
Level 2

How do I create a commission report including cogs in qb desktop? I have tried customizing some reports, but cogs never appears.

How do I create a commission report including cogs in qb desktop? I have tried customizing some reports, but cogs never appears. 

3 Comments 3
Nicole_N
QuickBooks Team

How do I create a commission report including cogs in qb desktop? I have tried customizing some reports, but cogs never appears.

Hi, @JudyC61. I'm glad to help you run a commission report that includes COGS in QuickBooks Desktop (QBDT).

 

First, make sure to check your item list if you've selected COGS under the account for a specific item. This might be the reason why COGS never appear on the report. To do this, follow the steps below.

 

  1. Go to the Inventory menu and select Item List.


     
  2. Double-click an item.
  3. From the Edit item window, choose the Cost of Goods Sold under the Account.
  4. Click Ok

 

After that, you can run the Sales by Rep Detail report to track the commissions. This will show sales income from each sales representative and lists the sales transactions that contributed to each sales total. Ensure to customize the report and filter the account as Cost of Goods Sold. Then, hit Ok.

 

 

After customizing the report, I suggest saving the current settings by clicking Save Customization. That way, you won’t have to go through the customization process again in case you need the same information in the future.

 

You can also bookmark this article for additional resources: Set up commission payroll items and reports. It will guide you on how to track commissions paid to employees.


Let me know in the comment below if you have additional questions about running reports in QuickBooks Desktop. I'll be around to help. Have a good one!

JudyC61
Level 2

How do I create a commission report including cogs in qb desktop? I have tried customizing some reports, but cogs never appears.

Hi Maryrosen,

 

I have done as you suggested, to no avail. I have included a screenshot.

 

 

 

Mark_R
QuickBooks Team

How do I create a commission report including cogs in qb desktop? I have tried customizing some reports, but cogs never appears.

I appreciate the screenshot you've shared, @JudyC61.

 

Let me share information about how the Cost of Goods Sold (COGS) shows on a report, and help you run a commission report that shows COGS.

 

QuickBooks uses a concept called 'Sources' and 'Targets' to build transactions and data when running reports. Thus, the Sales by Rep Detail report don't show COGS since it displays the transaction type and targetting the income account.

 

As an alternative, you can run and customize the COGS QuickReport to pull up a commission report including COGS. Here's how:

 

  1. Go to the Lists menu, then select Chart of Accounts.
  2. Find the COGS account and choose QuickReport from the Reports drop-down. You can also click Ctrl + Q on your keyboard to open the QuickReport.
  3. Click Customize Report, then go to the Display section and add the Rep column.
  4. Select OK to refresh the report.

 

Just in case you want to know more about COGS tracking, you can check out this article for more information: Understand inventory assets and cost of goods sold tracking.

 

Come back to this post if you have other concerns or follow-up questions about running a commission report. I'll be around to provide further assistance.

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