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July 12, 2022
Question

I have my salesmen in by class, but none of my reports will reflect that

  • July 12, 2022
  • 1 reply
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on my collections report, the class shows up, but none of my salesmen are listed under it

1 reply

July 12, 2022

Let's figure out why your salesmen in class report is missing, userstaterfg.

 

First, may I know what specific report you're trying to run? Knowing so will help me double-check and provide you with the right information.

 

We can customize the reports in QuickBooks Online to get the information you'd like to see. I'll show you how.

 

  1. Go to Reports on the left-hand menu.
  2. Select any report you'd like.
  3. At the top-right of the report, press on the Customize button.
  4. Edit the details and dates of the report.
  5. Click Run report.

 

Here's an article you can read to learn more about customizing reports in QuickBooks Online: Customize your reports in QuickBooks Online.

 

I'll be adding some related links to help you get your way around the Reports feature in QuickBooks Online: Run reports in QuickBooks Online.

 

Mention me in this thread for additional details or further help in managing your reports. I want to make sure everything is resolved.