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Community Contributor **

How do I run a report for commissions paid by sales rep? QB 2019 Desktop

 
5 Comments
Moderator

Re: How do I run a report for commissions paid by sales rep? QB 2019 Desktop

Glad to have you again in the Community, Veronica H,

 

I'd be happy to show you on how to run a report for commissions paid by sales representative in QuickBooks Desktop.

 

Here's how:

  1. Go to Report menu at the top.
  2. Click Sales, then select Sales by Customer Summary report.
  3. Click the Customize button at the top.
  4. In the Report Basis section, go to the Display tab and select Cash button.
  5. Go to the Filters tab.
  6. In the Choose filter section, type in Rep.
  7. Select the Rep for which your pulling the information.
  8. Click OK.
  9. Select the Date Range.
  10. Click Refresh button.

For guidance about this process, you can read article: Customize customer, job, and sales reports.

 

For future reference, you may find these articles helpful:

Keep me posted on how things go when running report, Veronica H. I'm always here to further assist.

Community Contributor **

Re: How do I run a report for commissions paid by sales rep? QB 2019 Desktop

Unfortunately, that report does not help. 

 

That does not give me what commissions I have actually paid out on.  It just gives me a list of all the jobs under that rep's name. 

 

QuickBooks Team

Re: How do I run a report for commissions paid by sales rep? QB 2019 Desktop

Thanks for getting back to us, @Veronica H.

 

In addition to my colleague's suggestion, you can also run a Sales by Rep Detail report. Then, change the filter to commissions in the Customize Report page. Here's how:

 

1. Go to the Reports menu at the top.
2. Click Sales.
3. Select Sales by Rep Detail.
4. Set the Date range.
5. Click the Customize Report tab, then go to the Filters tab.
6. Choose Account under the Filter section.
7. Select Commissions in the Account drop-down.

Commissions should be available on the list if you recorded or added this transaction as such in the Account under the ITEM CODE. 

8. Once done, click OK to display all the commission items in the report.

 

Once done, all commission items will display in the report.

 

You can also read through our help article: Customize Customer, Job, and Sales Reports. It helps you narrow down your filters so you can easily manage and keep track of your sales and accounts receivable in the program.

 

Let me know if you have more questions. We're always here for you. All the best!

 

 

Community Contributor **

Re: How do I run a report for commissions paid by sales rep? QB 2019 Desktop

I don't have COMMISSIONS listed as a category in the account drop-down.  I am taking over for our previous finance manager and I am not proficient in using QB.  

Moderator

Re: How do I run a report for commissions paid by sales rep? QB 2019 Desktop

Thanks for getting back to us, Veronica H.

 

We have a different report that can help track the amounts paid to your sales rep. You can run and customize the Transaction List by Date. I'll show you how:

  1. Go to Reports at the top menu bar.
  2. Under Accountant & Taxes, select Transaction List by Date.
  3. Set the date range at the top.
  4. Click the Customize Report button.
  5. From the Filters tab, search Name.
  6. Choose Multiple Names and check the sales rep you want to show on the report.
  7. Hit OK twice.

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Take a look at this article for future references: Customize reports in QuickBooks Desktop.

 

If you need any assistance in QuickBooks Desktop, please let me know. I'd love to help. Have a great day.