Hey there everyone,
I was curious if it is possible to generate a report through Quickbooks where it shows you the number or dollar amount associated with each representative on our company profile?
Example, I wanted to know how many quotes I have done in my last fiscal year vs. how many sales order i created or how many dollars worth of product I ordered. I want to be able to know how many dollars each sales rep has generated within Quotes/Purchase Orders/Sales Orders.
is this possible?
Tracking your sales by sales rep is a great idea! QuickBooks Online helps make this easy by using Class and Location tracking. It's important that you can see how much each of your employees is contributing to your business.
You can add your sales to each employee as either a Class or a Location. You can select the salesperson (employee) associated with the transaction. Take a look at this article for more information about how to use Class and Location tracking to keep track of your employees sales: Track and record sales for commissions.
To find out how much each salesperson sold, you can run sales reports by Class or Location. You can also run profit and loss reports by Class or Location:
1. From the left menu, select Reports.
2. In the search bar, enter "Sales by Class" or "Sales by Location."
3. If you need to run a Profit and Loss, enter "Profit and Loss by Class" or "Profit and Loss by Location."
4. Select the desired report from the search results.
That's all there is to it. I hope this helps. Let me know if you've got any other questions.
Have a nice day.
You're welcome. QuickBooks Online does have a ton of great reports you can run. You can also customize your reports in many different ways in order to filter/include data as necessary. For more information about that, take a look here: Customize your reports in QuickBooks Online.
Glad I was able to help! :)
Hi La Bodega,
Thanks for chiming in on this thread. QuickBooks Desktop is a comprehensive program and has many options, and adding a new sales rep is just one of them. I can guide you through setting them up.
Follow these simple steps for adding a new sales rep:
I'm confident that you'll have this mastered in no time, so you can get back to doing something you love. Let me know if you have any questions. Take care.