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t83
Level 1

Tracking sales of hourly employees

Is there a way to create a report that shows the income generated by my hourly employees? We are a service company & only use invoices, no sales receipts. The only linking of the employee to the service invoices we create, is a custom box on the invoice with their name in that box.

Currently running Desktop Pro 2020

Solved
Best answer June 05, 2020

Best Answers
MadelynC
QuickBooks Team

Tracking sales of hourly employees

Welcome to the Community, @t83.


Thanks for raising your concern to our page, let me help you create a report that shows income generated by your hourly employees.


First, you’ll want to set your employees as Sales Rep in QuickBooks. I can show you the steps:

 

  1. Click Lists from the top menu.
  2. Select Customer & Vendor Profile Lists and choose Sales Rep List.
  3. Hit the Sales Rep drop-down and click New.
  4. Enter your employee’s name and other details.
  5. Select OK then follow the onscreen prompts to set the employee.

Once done, you can run Sales by Rep Summary or Sales by Rep Detail report to view the total sales or income. Here’s how:

 

  1. Go to the Reports menu.
  2. Click the Reports Center.
  3. Under Standard, hit Sales.
  4. Choose the Sales by Rep report.
  5. Select the green arrow to run the report.
  6. Filter and customize the details.

arrow.PNG
To easily track sales and expenses moving forward, you can visit this link to get more information: Customize customer, job, and sales reports in QuickBooks Desktop.


Keep in touch if you need more help from us. We're just here for you. 

View solution in original post

8 Comments 8
MadelynC
QuickBooks Team

Tracking sales of hourly employees

Welcome to the Community, @t83.


Thanks for raising your concern to our page, let me help you create a report that shows income generated by your hourly employees.


First, you’ll want to set your employees as Sales Rep in QuickBooks. I can show you the steps:

 

  1. Click Lists from the top menu.
  2. Select Customer & Vendor Profile Lists and choose Sales Rep List.
  3. Hit the Sales Rep drop-down and click New.
  4. Enter your employee’s name and other details.
  5. Select OK then follow the onscreen prompts to set the employee.

Once done, you can run Sales by Rep Summary or Sales by Rep Detail report to view the total sales or income. Here’s how:

 

  1. Go to the Reports menu.
  2. Click the Reports Center.
  3. Under Standard, hit Sales.
  4. Choose the Sales by Rep report.
  5. Select the green arrow to run the report.
  6. Filter and customize the details.

arrow.PNG
To easily track sales and expenses moving forward, you can visit this link to get more information: Customize customer, job, and sales reports in QuickBooks Desktop.


Keep in touch if you need more help from us. We're just here for you. 

View solution in original post

Patrick64
Level 1

Tracking sales of hourly employees

I have done this before and again after your posting - my employees are listed as sales Rep List ... but the do not show in the report ..... the report says:  No sales rep

Patrick64
Level 1

Tracking sales of hourly employees

my employees are listed at sales reps through the sales rep list ... but don't show in the report ... I think its because on the invoice, the hours listed are not associated with them.  On a single invoice, I have all the employees hours expensed out on rows  ... how do I make a column on the invoice that I can add "sales rep" so I associate each row of hours with the correct rep? -- when I click 'rep' on the formatting tab ... it only gives me an individual box (that I think would attribute all the invoice to that employee)

Jen_D
Moderator

Tracking sales of hourly employees

Thanks for joining the discussion, @Patrick64,

 

In order for the Sales Rep to appear on the report, they need to be added on the sales forms. Right now, the option to assign them per line item is currently unavailable.

 

Only one rep can be added per sales transaction. To enable this, open the invoice template and tick the Sales Rep option. Follow the steps below:

 

  1. Go to the Lists menu, then Templates.
  2. Find the invoice template you're using.
  3. Right-click on the template then select Edit Template.
  4. On the Basic Customization window, select Additional Customization.
  5. Under the Header tab, mark the Screen and Print columns for REP.
  6. Lastly, click OK.

Once you're processing the sale, ensure the correct template is selected so you can see the REP field. See this:

Here's how it will look like on the report:

Let me know if you have additional questions about this or need anything else with QuickBooks. I'll be right here if you need further assistance. Have a nice day!

Patrick64
Level 1

Tracking sales of hourly employees

thank you for the help, I really appreciate it!

 

I attempted to bill in the manner you are suggesting and if I understand this correctly, all the time on that invoice will be associated with a single sales rep.  When I choose and add 'Rep' to the invoice - it is a information box on the top of the invoice.  If I do that, I can only put that sales rep work on the invoice, because everything on that invoice will be associated with that rep...?

 

What I really need is a column listed as "Rep" so I can identify each line of service to which rep did the work.

 

So in my need, I make an invoice (every 2 weeks) for X company - in which I have 3 people who are billing for their services, on the same invoice.  My employees (actually owner / contractors) only get paid when their invoices get paid, I need a system that will track each workers time and give me a report so I know who gets what money .... Right now, I am doing those calculations by hand, while using Quickbooks ...hhhhmmmm not ideal. 

Fiat Lux - ASIA
Level 15

Tracking sales of hourly employees


@Patrick64 wrote:

So in my need, I make an invoice (every 2 weeks) for X company - in which I have 3 people who are billing for their services, on the same invoice.  My employees (actually owner / contractors) only get paid when their invoices get paid, I need a system that will track each workers time and give me a report so I know who gets what money .... Right now, I am doing those calculations by hand, while using Quickbooks ...hhhhmmmm not ideal. 


You should explore a time tracker app to integrate with your QBD.

Patrick64
Level 1

Tracking sales of hourly employees

not solved (although - someone checked it as solved ... probably looks good for the stats) - want QB to perform a simple task - which seems like I am the first person to want an invoice to reflect and track different employees work on the invoice .... I am a pioneer.

 

Question was not solved but given 'cookbook' (cut and paste) answers without addressing my issue

Joseph_A
QuickBooks Team

Tracking sales of hourly employees

Hi there, @Patrick64.
 

I’m here to share some information about adding employee time to invoice in QuickBooks Online. In the meantime, what you can do is enter billable hours, assign customer job, and class to invoice the employee.

 

Here’s how: 
1.    Click the Plus icon, select Weekly Timesheet, then choose an employee and the period date.
3.    On the Details section, enter necessary information like Customer job, Class, service worked on, description, and many more. 
4.    Mark it billable and enter rate per hour.
5.    Enter the hours per day, then click Save and close.


Once done, you can start invoicing the employee by following the steps below:
1.    Go to the Plus icon and select Invoice.
2.    Once you select the Customer job for the employee, the billable hours will automatically show on the right side of the screen.
3.    Click Add to apply it to the invoice, then Save and close.

 

You can also set up custom rates or prices for employees, vendors, or customers. This feature is only available in the Contractor, Professional Services, and Accountant editions. It will allow you to create a billing rate level and create a price level. 

 

Let me know if you have additional questions. You can always count on us. have a great day!

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