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Sales rep report

Forum|Forum|3 years ago
February 10, 2023
1 reply
10 views

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.

QuickBooks Online

Best answer by SirielJeaB

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!

S

SirielJeaB

Answer

Moderator

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!

M

miguel-hgh-pharmAuthor

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.

C

ChristineJoieR

QuickBooks Team

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.

Choose Account and Settings from the Gear icon.
Select Advanced.
Choose the edit (pencil) icon under the Categories section.
Select Classes, then choose the appropriate parameters.
Click Save. On your forms, there will be a drop-down selection for classes.

After activating the feature, we can establish categories for your class. Please follow the guidelines below:

Select the Gear icon, then select Lists.
Hit All Lists.
Choose Classes.
Select New at the top.
Enter the Sales Rep and then Save.

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!

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