cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
NEW Connect to DBS IDEAL direct bank feeds Click here
lisa-simplythebe
Level 1

Can i obtain a report by sales rep?

sales figures by sales representative?
1 Comment 1
AbegailS_
QuickBooks Team

Can i obtain a report by sales rep?

Hi there, @lisa-simplythebe

 

It's nice to have you here on the Community forum. I'm here to share with you some information about the sales rep report.

 

Sales by Rep report is only available in the QuickBooks Desktop version (QBDT). I recognize your need for this feature. Thus, I'd recommend sending your product feedback. This way, our developers will know and can consider adding the said feature in future enhancements.

 

I can walk you through how:

 

  1. Click the Gear icon at the top, and then choose Feedback.
  2. Enter your comments or product suggestions, like "I'd like to customise my statements."
  3. You can also attach a photo to emphasize your concern, and then select Next.
  4. Click Send message when you're ready.

 

To learn about customizing your reports, check out this article: Customize reports in QuickBooks Online.

 

Also, you can explore all available options for making QuickBooks Online (QBO) work like your business needs.

 

You might want to visit the following link to become more familiar with the features and functions of QBO: 

 

Be sure to drop me a reply if you have additional questions while managing reports. I'd be more than happy to help. Stay safe and have a good one.