How do I run a listing of all the Credit Memos this fiscal year and include the Sales Rep?

ToddG34292 · ‎December 05, 2022

Greetings,

I created a report to show all the credit memos issued this fiscal year but it only includes the Sales Rep initials and not the full name. Any suggestions how can I include the full name for each Sales Rep and not just the initials? Thank you in advance!

DivinaMercy_N · ‎December 05, 2022

Hi there, @ToddG34292. I'm here to help you run a report showing the list of credit memos along with the sales rep in QuickBooks Desktop (QBDT).

Thanks for sharing the steps you've performed as well as the outcome. To help you achieve this, you can pull up the Sales by Rep Detail report. This will display the full name of the sales rep and filter the data to show only the credit memos. Let me guide you throughout the process:

Open your QBDT account and select the Reports menu.
Then, hover over the Sales section and choose Sales by Rep Detail.
Once opened, click the Customize Report button.
In the Display tab, set the correct date range for the fiscal year.
Then, go to the Filters tab and search for Transaction Type. Then, select Credit Memo.
Add additional columns or filters based on your desired info and click OK.

For reference in customizing your report, feel free to check this article: Customize reports in QuickBooks Desktop.

In case you need to send reports regularly, you can create Scheduled Reports to automate this task. For the detailed guide, check out this link: Set up and modify Scheduled Reports.

If you have any other concerns about running reports to see your credit memos, please don't hesitate to post again here. I'd be glad to help you further. Have a good one and take care.

View solution in original post

DivinaMercy_N · ‎December 05, 2022

Hi there, @ToddG34292. I'm here to help you run a report showing the list of credit memos along with the sales rep in QuickBooks Desktop (QBDT).

Thanks for sharing the steps you've performed as well as the outcome. To help you achieve this, you can pull up the Sales by Rep Detail report. This will display the full name of the sales rep and filter the data to show only the credit memos. Let me guide you throughout the process:

Open your QBDT account and select the Reports menu.
Then, hover over the Sales section and choose Sales by Rep Detail.
Once opened, click the Customize Report button.
In the Display tab, set the correct date range for the fiscal year.
Then, go to the Filters tab and search for Transaction Type. Then, select Credit Memo.
Add additional columns or filters based on your desired info and click OK.

For reference in customizing your report, feel free to check this article: Customize reports in QuickBooks Desktop.

In case you need to send reports regularly, you can create Scheduled Reports to automate this task. For the detailed guide, check out this link: Set up and modify Scheduled Reports.

If you have any other concerns about running reports to see your credit memos, please don't hesitate to post again here. I'd be glad to help you further. Have a good one and take care.

ToddG34292 · ‎December 06, 2022

Thank you Divina!!

Carneil_C · ‎December 06, 2022

You're welcome, @ToddG34292.

I'm glad the information shared above by my colleague was able to assist you with your concern about running a report with the data you need.

If you run into any difficulties with QuickBooks Desktop in the future, you can always share them in the Community!

It's always our pleasure to help! Have a good one and always keep safe!

Topics

Training

Community

Resources

How do I run a listing of all the Credit Memos this fiscal year and include the Sales Rep?