Thanks for coming back and clarifying your concern with pulling up a report that includes a sales rep, @trocky.
As long you have assigned a Sales Rep in your transactions it should appear on the reports you’ll pull up. You can add a Sales Rep to your transactions by following the steps below:
- Go to Customers at the top, then click Customer Center.
- Under the Transactions, select the Invoices.
- Locate the customer's name.
- On that page, go to the Formatting tab and then Customize Data Layout.
- In the window that appears, select the Header tab.
- Find REP on the list and select the Screen and Print boxes to add it.
- Hit OK once done.
Refer to this article for further information on personalizing your forms report and sales form in QBDT: Create and use custom fields in QuickBooks Desktop.
On the other hand, if the Rep was added and showed in the transaction window, we can utilize the Verify and Rebuild data tool to get this fix. It identifies the most commonly known data issues within your company file while resolving them right away.
For your future reference, check this article out that entails the details on customizing reports that you’ll generate in QBDT: Customize reports in QuickBooks Desktop.
Let me know if you are still having difficulties with pulling up the specific report, you’re looking for in QBDT. I’ll be here to assist you at any time.
