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Hello.
Specifically, please, I need a report that shows all the sales of the day for ALL my sales reps together with the sales totalized for each one.
Thank you.
Solved! Go to Solution.
It's a pleasure to see you visiting us back in the Community, Miguel. I understand how crucial it is to keep track of your sales transactions in QuickBooks Online. I'd be happy to assist you in finding a report to run based on your needs.
Could you please tell me how you set up your sales representative in QuickBooks Online? This way, we can then offer the appropriate report to run and information to provide.
You can run a Sales by Class Detail report if you set up a sales representative through the Class tracking feature. Please see the sample screenshots below:
If you require assistance with managing your reports in QuickBooks Online, you can refer to the following articles for information on how to modify the data and memorize its current customization settings:
Keep me posted if you have questions about running reports or any QuickBooks-related concerns. I'm always available to help you. Have a nice day!
Greetings.
We appreciate you asking the Community for help. I will assist you in adding and managing Sales Reps in QuickBooks Online.
Utilizing classes and custom fields, QBO can track Sales Rep. You will see each sale through this method. To start, we need to activate the feature.
After activating the feature, we can establish categories for your class. Please follow the guidelines below:
You can check the article to add the Custom field for Sales Rep in QuickBooks. You may also visit this link to get started with class tracking and its detailed instructions.
Lastly, we can pull up a report by class to get a meaningful segment of your financials. Check out this article: Run reports by class in QuickBooks Online.
Don't hesitate to comment below if there's anything else I can help you with managing your task in QuickBooks Online. I'm always around to ensure your success. Have a great day ahead!
It's a pleasure to see you visiting us back in the Community, Miguel. I understand how crucial it is to keep track of your sales transactions in QuickBooks Online. I'd be happy to assist you in finding a report to run based on your needs.
Could you please tell me how you set up your sales representative in QuickBooks Online? This way, we can then offer the appropriate report to run and information to provide.
You can run a Sales by Class Detail report if you set up a sales representative through the Class tracking feature. Please see the sample screenshots below:
If you require assistance with managing your reports in QuickBooks Online, you can refer to the following articles for information on how to modify the data and memorize its current customization settings:
Keep me posted if you have questions about running reports or any QuickBooks-related concerns. I'm always available to help you. Have a nice day!
Hi. Thank you for your soon response.
I don't recall how I created the sales reps. Can you explain how to set it up the right way?
Thanks again.
Greetings.
We appreciate you asking the Community for help. I will assist you in adding and managing Sales Reps in QuickBooks Online.
Utilizing classes and custom fields, QBO can track Sales Rep. You will see each sale through this method. To start, we need to activate the feature.
After activating the feature, we can establish categories for your class. Please follow the guidelines below:
You can check the article to add the Custom field for Sales Rep in QuickBooks. You may also visit this link to get started with class tracking and its detailed instructions.
Lastly, we can pull up a report by class to get a meaningful segment of your financials. Check out this article: Run reports by class in QuickBooks Online.
Don't hesitate to comment below if there's anything else I can help you with managing your task in QuickBooks Online. I'm always around to ensure your success. Have a great day ahead!
What is the point of having the "sales rep" field on the invoices? can you pull a report based on those fields, per the individual sales reps? I created the classes now per your suggestion, but now do I have to go back and re-catagorize all the payments, or invoices, to match the rep so I can pull a report?
I appreciate you taking the time to raise your queries here in this thread, @Proworksinc.
Before anything else, are you referring to a custom field named Sales Rep? If so, its purpose is to track the information that matters most to you and your customers.
Also, you can pull up a report that shows the Sales Rep by customizing and filtering it by custom field. Here's how:
For detailed information, kindly visit: Customize reports in QuickBooks Online.
Moreover, I'll also share this article that can serve as your reference if you want to save your current report's customization settings in QBO: Memorize reports in QuickBooks Online.
Feel free to leave a reply if you have additional QuickBooks-related queries. The Community team always has your back. Have a good one.
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