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JeffSelsor
Level 2

Reports

Running reports for monthly sales.  When generating the report for the entire sales team, credit memos are correctly reducing sales.  However, when running the same report for individual sales reps, credit memos are not reducing sales.  Using QB Desktop Pro 2018 and on accrual basis.

Solved
Best answer October 08, 2020

Best Answers
Jovychris_A
QuickBooks Team

Reports

Thanks for dropping by, @JeffSelsor.

 

Let's make sure that we added the Sales Reps to the credit memo. This way, we can see that credit memos are reducing sales when running detailed reports. 

 

Here's how:

  1. Go to the Customers menu and then select Customer Center.
  2. Choose the Transactions tab.
  3. Select Credit Memos and then double-click the credit transaction.
  4. Check if the Sales Rep selection is available.

 

If you missed the Sales Rep selection field, let's make it appear by customizing the Credit Memo template. Here are the steps to follow:

  1. On the Credit Memo window, go to the Formatting tab.
  2. Select Customize Data Layout.
  3. Check the REP box and then edit the Title.
  4. Click OK.

 

Once done, you can now pull up a report that will show the Sales Rep to the credit memo. This way, credit memos will reduce sales for each Sales Rep. Just go to the Reports menu and then select Sales, then choose Sales by Rep Detail report.

 

You can also check out this article about different reports in QuickBooks Desktop: Customize customer, job, and sales reports in QuickBooks Desktop. It also provides details on how to create specific custom reports such as sales orders and payments.

 

Please let me know by tagging (@Jovychris_A) if you need further assistance. I'll reply as quickly as I can. More power to your business

View solution in original post

4 Comments
Jovychris_A
QuickBooks Team

Reports

Thanks for dropping by, @JeffSelsor.

 

Let's make sure that we added the Sales Reps to the credit memo. This way, we can see that credit memos are reducing sales when running detailed reports. 

 

Here's how:

  1. Go to the Customers menu and then select Customer Center.
  2. Choose the Transactions tab.
  3. Select Credit Memos and then double-click the credit transaction.
  4. Check if the Sales Rep selection is available.

 

If you missed the Sales Rep selection field, let's make it appear by customizing the Credit Memo template. Here are the steps to follow:

  1. On the Credit Memo window, go to the Formatting tab.
  2. Select Customize Data Layout.
  3. Check the REP box and then edit the Title.
  4. Click OK.

 

Once done, you can now pull up a report that will show the Sales Rep to the credit memo. This way, credit memos will reduce sales for each Sales Rep. Just go to the Reports menu and then select Sales, then choose Sales by Rep Detail report.

 

You can also check out this article about different reports in QuickBooks Desktop: Customize customer, job, and sales reports in QuickBooks Desktop. It also provides details on how to create specific custom reports such as sales orders and payments.

 

Please let me know by tagging (@Jovychris_A) if you need further assistance. I'll reply as quickly as I can. More power to your business

View solution in original post

JeffSelsor
Level 2

Reports

Perfect!  Thanks

JeffSelsor
Level 2

Reports

Thanks!

Tori B
QuickBooks Team

Reports

You're most welcome, @jeffselor. 

 

Please know you can reach out to the Community at any time. We're always here to lend a helping hand. 

 

Take care and enjoy your weekend. You certainly deserve it! 

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