Trying to to get a sales by rep report but only shows "no sales rep"

Hello there, @Ronnie1.

Welcome to the Community. I'm here to provide assistance with pulling up a Sales by Rep report in QuickBooks Desktop.

To view the sales of your sales representatives in QuickBooks Desktop, you'll need to pull up the Sales by Rep Detail report then customize it. This way you'll be able to see the name of the customer and the transactions detail.

Here's how:

1. Click on Reports menu, then select the Sales.
2. Choose the Sales by Rep Detail and click on Customize Report button.
3. Click the Display tab and change Total by to Customer.
4. Under Columns, select Rep and uncheck the Name.
5. Click OK.

Please see the screenshots attached to visualize the steps:

Also, you can check out this article about, customizing sales reports for your future reference: Customize customer, job, and sales reports.

That should do it!

Please know that I'm just a reply away should you need further assistance with the sales report. I'll be around to help you out. Have a good one!

I'm having the same problem.  I'm wondering if it's because I sent invoices to QuickBooks desktop from ProSeries and set up the rep later.  I wouldn't think it would make a difference, though.  Followed the steps outlined above, and it didn't work.

Hello there, @hbehling.

I want to ensure you'll be able to pull up the Sales by Rep report in QuickBooks Desktop properly. Let's get this sorted out. 

If you've set up the sales rep on the sales list the representatives should show up upon customizing the report. To single this issue out, we can try running the verify and rebuild process. Verifying the data self-identifies data issues within a company file while rebuilding the data resolves data integrity issues.

To do that:

1. Click on File at the top menu bar.
2. Select on Utilities.
3. Click on Rebuild Data.
4. Select OK when you see Rebuild has completed.

Once done, you can proceed with verifying the data:

1. Click on File.
2. Select on Utilities.
3. Click on Verify Data.

For complete details about this process, please refer to this link: Resolve data damage on your company file.

However, if the issue persists after trying these steps, I'd suggest reaching out to our Customer Care Team. They have the tools to check on your set up and verify what's causing the issue. 

This should get you on track.

Please let me know how it goes. I'll be around to help if you need further assistance with this concern. Thanks for coming and have a great day.

I am having an issue too, with my rep's showing up. I  have done the report, the Rep column is on my reports, but there are no rep initials showing up. I have my Reps set up on the jobs, but they are not showing up...Help!

Thanks for reaching out to us, @Cheavrin.

If the sales rep is set up on the customer's profile and shows on the transactions, it should appear on the report. Have you tried performing the troubleshooting steps shared by my colleague @BettyJaneB? 

The Verify and Rebuild Utility Tool can fix any data integrity issues on the company file. You can also check out the article referenced for other damage troubleshooting steps for Windows.

If you continue to get the same result, I recommend giving our Technical Care Team a call for assistance in verifying the root cause of the missing sales rep. Here’s how to contact phone support:

1. Go to the Help menu and select QuickBooks Desktop Help.
2. On the pop-up, scroll down and click the blue Contact us link.
3. Fill out the Tell us more about your question field and click Search.
4. Click the Get Phone Number button.

They have tools capable of pulling up your account in a secure environment and answering any questions you may have.

That should get you pointed in the right direction.

Keep me updated on how the call goes. I’m always ready to help if you need anything else. Have a good one!

Thank you, if I can not get it to work I will call in. Have a great day!

Hello Cheavrin,

I appreciate you for letting us know about what you're going to do next if ever it'll not work.

In behalf of my colleagues above, I would like to say you're welcome. Just in case you also need to contact our Support Specialists in the future, I suggest bookmarking this support link:

Contact the QuickBooks Desktop Customer Support Team.

If ever you need help, please don't hesitate to drop by here in the Community, and I'll be more than happy to get back to you. Thanks for dropping in and take care.

I am running this report in QBooks 2018 Accountant Desktop.

On the report, the 'rep' shows only on one customer.  The rep and customer it showed this month is different than the rep and customer it showed last month.  Can you help me?

Hello..I've been struggling with this for 6 months but finally figured out how to correct it on my install. 

Quickbooks captures the "sales rep" field at the invoice level.  If you are not capturing the sales rep information at the invoice level when you post a customer invoice then there is no "sales rep" data in the invoice record. 

The customer master record is simply the first step.  After that, you need to make sure that the sales rep field is pulling from the customer master into the individual invoices.  This is a function of the invoice template that you are using.

The sales rep information feeds from the customer master into the individual invoice as long as the sales rep field is included in the invoice template that you are using.  In my case, we were using invoice templates that did not include the sales rep field.  I added the sales rep field to the invoice templates and voila! the sales by rep reports are beginning to populate.