Sales by Rep Reports - Third Party Option

I sent a private message.

Hope it helps.

Thank you for posting here in the Community, @AlchemySoundandVision.

Currently, the workaround for your concern is to access the projects or class tracking features. However, Intuit has supported third-party apps that can help you generate the report you want. You can visit this site apps.intuit.com and from the search bar, type the sales rep as a keyword. There are several apps that you can choose to achieve the feature you want.

Learn more about what’s new in QuickBooks Online: March 2020. Here is a fresh new set of features that will help business owners like you to find new ways to freshen up your books: redesigned banking tab in business view and upload bills in receipt tab. For more information, please visit the Quickbooks blog.

Leave a comment below if you have additional questions. I'm always here to help. Have a wonderful day!

Thank you. 

I still posted because it needs to keep being brought up until they do something to help this directly.

Hi - Just curious on this private reply.  We used this heavily in Desktop, and are looking to see what our options are to access this data in QB Online now.  Like others, this is a major part of our business and usage.  Thanks!

@dglasgo1 

Do you need to access historical sales rep data in your old company file?

Which QB Desktop year version did you use? Can you still open the file? 

Yes, we do still have the file (using Quickbooks Desktop Pro 2023 with about 15 years of data).  We can access it there, but didn't realize the 'Rep' field would not be accessible to use with sales and reports in Quickbooks Online.  Still hoping there's a workaround to use the custom field. 

You have to create a new class and then enter that in each line item. Then you can build a custom report that tracks transactions for the class you picked. It's petty but quickbooks online doesn't offer much of any support or updates to their service.

Thanks!  Any thoughts on if it's better to use a Class or the Location field?  Just curious if any nuances or pros/cons before we commit   Thank you!

We use both. Location is coded to specific customers and class is coded to our sales rep that takes lead on those customers.

@dglasgo1 

I always recommend our clients using the custom field feature to record the sales rep data.

https://quickbooks.intuit.com/learn-support/en-us/help-article/customize-forms/add-custom-fields-sal...

You may need to use the Class or Location for other purposes.

Once your license of QBD 2023 has expired, you can use the trial version to access your historical data for good if required. 

Thank you so much for the reply! This originally made the most sense to me as well, and we have upgraded to the highest package in order to get full use of the custom fields. But it seems the location and class fields are more versatile when grouping and running reports… just from what I’m reading, particularly a ‘Sales by Rep Summary’. 

Have you found any limitations of using the custom field, that might make class or location a better choice?

Thanks again!