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miguel-hgh-pharm
Level 2
posted
‎February 10, 2023 06:42 AM
last updated ‎February 10, 2023 6:42 AM

Sales rep report

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.

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Best answer February 10, 2023
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Best Answers
SirielJeaB
Moderator
Moderator
‎February 10, 2023 08:24 AM

Sales rep report

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!

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ChristineJoieR
QuickBooks Team
QuickBooks Team
‎February 10, 2023 09:35 AM

Sales rep report

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.

 

  1. Choose Account and Settings from the Gear icon.
  2. Select Advanced.
  3. Choose the edit (pencil) icon under the Categories section.
  4. Select Classes, then choose the appropriate parameters.
  5. 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:

 

  1. Select the Gear icon, then select Lists.
  2. Hit All Lists.
  3. Choose Classes.
  4. Select New at the top.
  5. 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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5 Comments 5
SirielJeaB
Moderator
Moderator
‎February 10, 2023 08:24 AM

Sales rep report

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!

Reply Join the conversation
miguel-hgh-pharm
Level 2
‎February 10, 2023 08:38 AM

Sales rep report

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.

Reply Join the conversation
ChristineJoieR
QuickBooks Team
QuickBooks Team
‎February 10, 2023 09:35 AM

Sales rep report

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.

 

  1. Choose Account and Settings from the Gear icon.
  2. Select Advanced.
  3. Choose the edit (pencil) icon under the Categories section.
  4. Select Classes, then choose the appropriate parameters.
  5. 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:

 

  1. Select the Gear icon, then select Lists.
  2. Hit All Lists.
  3. Choose Classes.
  4. Select New at the top.
  5. 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!

Reply Join the conversation
Proworksinc
Level 2
‎June 08, 2023 04:12 AM

Sales rep report

What is the point of having the "sales rep" field on the invoices?  can you pull a report based on those fields, per the individual sales reps?  I created the classes now per your suggestion, but now do I have to go back and re-catagorize all the payments, or invoices, to match the rep so I can pull a report?

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DHeraV
Moderator
Moderator
‎June 08, 2023 05:56 AM

Sales rep report

I appreciate you taking the time to raise your queries here in this thread, @Proworksinc.

Before anything else, are you referring to a custom field named Sales Rep? If so, its purpose is to track the information that matters most to you and your customers. 

Also, you can pull up a report that shows the Sales Rep by customizing and filtering it by custom field. Here's how:
 

  1. In your QBO account, go to the Reports menu and open the report you want to run.
  2. Click the Customize button.
  3. From the Filter option, select the custom field you've created.
  4. Click Run report.

 

For detailed information, kindly visit: Customize reports in QuickBooks Online.


Moreover, I'll also share this article that can serve as your reference if you want to save your current report's customization settings in QBO: Memorize reports in QuickBooks Online.

Feel free to leave a reply if you have additional QuickBooks-related queries. The Community team always has your back. Have a good one.

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