Hi, Desmond.
To track sales by user in QuickBooks Online (QBO), you can consider using Custom fields to designate each user, just in case you haven't yet. Then, you'll be able to generate relevant transaction list reports and group each transaction by user.
Here’s how you can set it up:
- Go to Settings ⚙, then select Custom fields.
- Choose New.
- Enter a name for the custom field, e.g., Sales Rep.
- Pick Transaction as the category. Then, place a check mark next to the transactions you’d like to track by user.
- Review other details. Then, hit Save.
After this, pull up customer reports and group the transactions by the custom field you’ve just added.
On the other hand, if you’d simply like to group reports according to the users in your QBO account who have entered sales transactions, the closest option would be to pull up the Transaction List by Customer report and add a column for Created by. Here’s how:
- Go to Reports. Then, under the Sales and customers section, choose Transaction List by Customer.
- Click on Columns.
- Scroll down on the right panel and tick Created by.
You can then export this report to manually group the users who have entered the sales transactions in your QBO account.
Please leave us a response if you have other questions or concerns.
