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SashaCooper
Level 2

Income by Sales Rep

Is there a way to include a column to show the 'Sales Rep' when pulling a sales report?

Doesn't seem to be any option to add it in the customization. 

Solved
Best answer January 09, 2019

Best Answers
vpcontroller
Level 11

Income by Sales Rep

 

 

@SashaCooper

 

 

You're right! They still don't have the "Sales Rep" feature as you want in QBO. Period.

 

In QBO, they offer few workarounds like using the Custom fields, Customer type, and Classes to track Sales Rep. But the reports are not accurate (even if you try your best).

 

This also happens to be the top requested feature in QBO since July 2012 and still under review since Jan 2016. That was three years ago and have not seen any new updates yet. 

 

https://feedback.qbo.intuit.com/forums/168199-quickbooks-online-feature-requests/suggestions/2986985...

 

Update 4/10/2019 - the above URL doesn't work anymore. They even closed the Public Feedback Suggestion Board. Maybe they just want to hide/ignore all the feedbacks.

View solution in original post

9 Comments 9
JenoP
QuickBooks Team

Income by Sales Rep

Good day, SashaCooper

 

You're right. We can't add a column for "Sales Rep" to the sales reports in QuickBooks Online. This is because this function is only available in QuickBooks Desktop.

 

If you're using the Class Tracking feature for sales rep tracking, use the Class column instead. Also, you can add a Created by column in the Sales by Customer Detail report. It will tell which invoices were created by a certain user. 

 

Let me know if you need anything else. Have a great day. 

 

vpcontroller
Level 11

Income by Sales Rep

@JenoP

 

"Also, you can add a Created by column in the Sales by Customer Detail report. It will tell which invoices were created by a certain user."

 

How do you even relate from USER type to SALES REP Invoice report?

vpcontroller
Level 11

Income by Sales Rep

 

 

@SashaCooper

 

 

You're right! They still don't have the "Sales Rep" feature as you want in QBO. Period.

 

In QBO, they offer few workarounds like using the Custom fields, Customer type, and Classes to track Sales Rep. But the reports are not accurate (even if you try your best).

 

This also happens to be the top requested feature in QBO since July 2012 and still under review since Jan 2016. That was three years ago and have not seen any new updates yet. 

 

https://feedback.qbo.intuit.com/forums/168199-quickbooks-online-feature-requests/suggestions/2986985...

 

Update 4/10/2019 - the above URL doesn't work anymore. They even closed the Public Feedback Suggestion Board. Maybe they just want to hide/ignore all the feedbacks.

View solution in original post

AlchemySoundandVision
Level 2

Income by Sales Rep

This was over a year ago. They need to make ground on this. We are in a pandemic and need better online services. 

 

Does anyone know if there is a third party service linked to QBO that can draw these types of reports?

IntuitLily
Moderator

Income by Sales Rep

I appreciate your feedback regarding this matter, @AlchemySoundandVision.

 

While the Sales Rep customization on the reports isn't available, I can help route you to our QuickBooks Online App store to locate the best application you need for your business.

 

QuickBooks Online offers up many applications that integrate directly. You can check their product features and reviews through this link: https://quickbooks.intuit.com/app/apps/home. Or, you can go directly to your QuickBooks account and tap the Apps menu on the left-side panel.

 

Once you find the right app, you can always come back here and share your review. In addition, you can visit our QuickBooks Blog to get the latest news and updates about our product and what our developers are working on.

 

I'll be around if you have other questions or concerns. Take care and have a good one.

pellplumbingco
Level 1

Income by Sales Rep

I found that I could run the Sales by product / service detail report and customized it to sort by sales rep

mmauck
Level 1

Income by Sales Rep

I'm looking to run a sales rep report and seen your solution.

but I'm unable to add a filter on the Sales by Product to add the sales rep. 

how did you do this please?

Angelyn_T
QuickBooks Team

Income by Sales Rep

Thank you for joining the thread, @mmauck.

 

I'm here to guide you with the steps on how to add the Sales Rep to your report.

 

The option to add a sales rep is possible if there's a custom field added on the invoice. For now, you can start by creating one, then record an invoice with the sales rep information before running the Sales by Product/Service Detail report.

 

Here's how to add a custom field:

 

  1. Select Custom form styles from the Gear icon.
  2. Look for the template you're using, then click on Edit under Action.
  3. Go to the Content column, then tap on the upper part of the Preview page.
  4. Add the Sales Rep field under Display, then hit Done.

Once done, add the details on the Sales Rep field when creating sales transactions.

 

To display the column on the report, go to the small gear icon, then check the box beside Sales Rep.

 

For additional references about enhancing custom fields and customizing your form templates, feel free to read the details from these links:

 

Also, this article gives you more instructions about handling QBO reports: Run reports in QuickBooks Online.

 

You can always add a post or comment below if you have other QuickBooks questions. I'm here to help. Have a wonderful day ahead!

Bkkprgal
Level 3

Income by Sales Rep

 

sales rep.png

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