Reports

We can pull up and customize the Transaction List by Customer report to get the data you need, trocky. I'll guide you on how to do this below.

QuickBooks Desktop (QBDT) offers various reports tailored to your business needs. In your situation, you can customize the Transaction List by Customer report to get the total payment of the invoice for a specific representative and month. Here's how:

1. Run the Transaction List by Customer report from the Reports menu's Customers & Receivables section.
2. On the report window, select Customize Report.
3. In the Display tab, set the Report Date Range and display the Rep column in the Columns section.
4. Go to the Filters tab.
5. Choose the Transaction Type filter and select the Multiple Transaction Types option.
6. Select Invoice and Payment, then click OK.
7. Click OK to close the Modify Report window. 

Once you're done, you'll want to memorize the above-mentioned report to save the same settings for future use. 

Also, many companies pay commissions to sales reps based on Gross Profit rather than the gross of the sale. This enables them to maintain profitability on an item if it is deeply discounted. To create a report for this, you can check out this article: Customize customer, job, and sales reports in QuickBooks Desktop.

Please keep in touch whenever you have other reporting concerns or issues about managing sales reps' transactions in QBDT. I'll get back to you right away to assist you further.

Hello thanks for the information but I've ran that report as well. It's not giving me all the payments for an invoice no matter if its a payment, sales receipt or credit memo by sales rep. Again, the sales rep field does not show up in a payment transaction because the field is not available.

Thanks for coming back and clarifying your concern with pulling up a report that includes a sales rep, @trocky. 

As long you have assigned a Sales Rep in your transactions it should appear on the reports you’ll pull up. You can add a Sales Rep to your transactions by following the steps below:

1. Go to Customers at the top, then click Customer Center.
2. Under the Transactions, select the Invoices.
3. Locate the customer's name.
4. On that page, go to the Formatting tab and then Customize Data Layout.
5. In the window that appears, select the Header tab.
6. Find REP on the list and select the Screen and Print boxes to add it.
7. Hit OK once done.

Refer to this article for further information on personalizing your forms report and sales form in QBDT: Create and use custom fields in QuickBooks Desktop. 

On the other hand, if the Rep was added and showed in the transaction window, we can utilize the Verify and Rebuild data tool to get this fix. It identifies the most commonly known data issues within your company file while resolving them right away. 

For your future reference, check this article out that entails the details on customizing reports that you’ll generate in QBDT: Customize reports in QuickBooks Desktop. 

Let me know if you are still having difficulties with pulling up the specific report, you’re looking for in QBDT. I’ll be here to assist you at any time. 

The sales rep field does not show up in a CUSTOMER PAYMENT. If I go into formatting in the Customer Payment/Receive Payments, there's no field name REP. THAT's what I'm trying to say. How do I create a report by rep so I can give commissions if the PAYMENT transaction doesn't allow a REP field? How can I create a report that shows me ALL TRANSACTIONS OF PAYMENT, SALES RECEIPTS, CREDIT MEMOS for an Invoice, if the rep field is missing in the PAYMENT transaction?  How do others pay commissions without having this information for each rep?

Thanks for the prompt reply, @trocky  

We appreciate the info you provided. Based on that, we can run the Sales by Rep Detail report. This will show all sales transactions under that sales rep. Let me help you pull up this report.

Here's how: 

1. In the upper section of your QuickBooks Desktop (QBDT) page, select Reports.
2. Look for the Sales option and place the cursor there. Then, pick Sales by Rep Detail.
3. Once you're in, go to Customize Report.
4. In the Date field, choose Custom and select a month you want to view in that report.
5. In the Columns section, manually search Paid, Amount Paid, Paid Through, and Rep. Tick it to ensure that it will show on the report. You can also choose other columns.
6. Once done, click OK.

If you want to memorize the report you created and edit it whenever you want, check out this article: Create, access, and modify memorized reports.

The Community is always here. Willing to assist you if you have additional questions about managing your reports. Have a good one.

Thanks anyway, I'll have to talk to an expert because I did what you said, nothing is showing in the Paid through dates and some of the invoices are paid in December (when I open the invoice), even though I'm choosing Last Month for the dates at the top.

I appreciate you for coming back to the thread and clarifying your concern about showing the data that you need in a report in QuickBooks Desktop. Please know that the Paid Through column in the report is only used for liability payments with a specific date period which is not available in the invoice transaction. Let me provide alternative steps to achieve your goal and route you to the right support team to assist you further.

I recommend running and modifying the Deposit Detail report. You can then see the invoice and payment associated with it, as well as the date the invoice was created and when the payment was made. This way, you can view the paid trough date of the transactions and you may also add the Rep column from there.

Here's how:

1. Click the Customize Report button.
2. Choose Rep in the Search columns.
3. Go to the Filters button
4. Select Transaction Type in the Search Filters field.
5. Choose Invoice and Payments in the drop-down arrow.
6. Click OK.
7. Choose a specific date period in the Dates field.

Once done, you can export the said report from QuickBooks so you can personalize the data. That way, you can only view the details that you need.

On the other hand, you can go to the Help icon and you'll have the option to talk to an expert or contact our QuickBooks Desktop Support Team from there. They can help you further customize your data.

In case you need steps on how you can save the same settings of the customized report to be available for future use, you can read this article: Create, access and modify memorized reports.

It'll always be my pleasure to help if you've got other questions aside from generating reports in QuickBooks. You can leave your comment below so I can assist you further, trocky. Take care always and stay safe.