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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 01-09-2019

Accepted Solutions
ProAdvisor

Re: 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

3 Comments
QuickBooks Team

Re: 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. 

 

ProAdvisor

Re: 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?

ProAdvisor

Re: 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

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