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Hi there, @vvelez1. I'm determined to ensure you can get your desired report in QuickBooks Online.
Are you using the Class Tracking feature to track your sales by salesperson? You can combine the Transaction List by Customer and Transaction Detail by account reports by exporting them to Excel. You can customize these reports to show the customer payments and classes.
Follow these steps below:
Then, pull up the Transaction Detail by Account report.
After that, you can utilize Excel which helps give you the flexibility in combining these reports.
Should you need further assistance with running reports, don't hesitate to comment below. The Community is always here to help.
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