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Replying to:
Bryan_M
QuickBooks Team

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Thanks for the prompt reply, @trocky  

 

We appreciate the info you provided. Based on that, we can run the Sales by Rep Detail report. This will show all sales transactions under that sales rep. Let me help you pull up this report.

 

Here's how: 

 

  1. In the upper section of your QuickBooks Desktop (QBDT) page, select Reports.
  2. Look for the Sales option and place the cursor there. Then, pick Sales by Rep Detail.
  3. Once you're in, go to Customize Report.
  4. In the Date field, choose Custom and select a month you want to view in that report.
  5. In the Columns section, manually search Paid, Amount Paid, Paid Through, and Rep. Tick it to ensure that it will show on the report. You can also choose other columns.
  6. Once done, click OK.

 

 

 

If you want to memorize the report you created and edit it whenever you want, check out this article: Create, access, and modify memorized reports.

 

The Community is always here. Willing to assist you if you have additional questions about managing your reports. Have a good one.

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