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Level 1

Sales by Rep, how to show just the invoice number and total not every line item

How do I switch my reports to show just the invoice summary not line by line detail. Every report I do shows details. I want to be able to see how much a single invoice was and not have to add up 10 lines in order to get it. When I do a sales report by Rep and I clink on his total I would like to see what invoice that rep did and how much for each one without a hundred lines of items to add up for each one. I'm using Quick books Desktop Premier 2017.

3 Comments
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QuickBooks Team

Sales by Rep, how to show just the invoice number and total not every line item

Good evening, @kbrow22.

 

Based on the information you provided, I suggest running a Sales by Rep Summary report. This report will show you the amount of your invoices instead of the line by line details. I've provided steps below on how to run the report:

  1. Go to the Reports tab and select Sales.
  2. Click on Sales by Rep Summary.
  3. (optional) double-click on the amount of the Invoice to pull up the detail report.

It's that easy. Now you'll be able to see Invoice summaries instead of all the details. If you want to have more customization of the reports, you may find this article helpful: Customize reports in QuickBooks Desktop

 

Feel free to hit the Reply button if you have any other questions. I'm always here to help.

Highlighted
Level 1

Sales by Rep, how to show just the invoice number and total not every line item

Hi Anna, so when I do the Sales by Rep Summary it just gives me the full totals for the given time range for each Rep. But when I click on the total for that Rep it gives me the details for every invoice they did in the given time frame. That's what I'm trying to get to show just invoice summary.  Any ideas? Thanks

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Moderator

Sales by Rep, how to show just the invoice number and total not every line item

I appreciate you for trying the steps above, kbrow22.

 

A report that will show the total summary for every invoice isn't available in QuickBooks. However, I know a workaround for this. We can export the Sales by Rep Summary report to Excel.

 

This way, we can merge all the same invoice number to display their total. All you have to do is click the Excel button of the report. Then, select Create New Worksheet.

 

SC 01.JPG

 

The next time you run a report, you can always add or remove some details. You can check this article for the detailed steps on how to do it: Customize any report that you generate.

 

I'm always here if there's anything that I can help!

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