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September 29, 2022
Question

BEST WAY TO RUN MONTHLY SALES BY REP

  • September 29, 2022
  • 1 reply
  • 0 views
NEW SYSTEM SUCKS

1 reply

September 29, 2022

Hi, yevoop.

 

We can customize a report to display your sales transaction grouped per Sales Rep. Let me guide you on how.

 

  1. Go to Reports and then select the Sales report that you want to run. 
  2. Select Customize.
  3. Filter the Date Range and Accounting Method
  4. Make sure you Group by Sales rep in Rows and columns.
  5. Click Run report.

 

To see additional information on how you can customize various reports and focus on the details that you want to view, you can click on this article: Customize reports in QuickBooks Online.

 

Just in case you want to memorize your current customized report, feel free to check out this article for the detailed steps and details: Memorize reports in QuickBooks Online.

 

Let me know if there are other reports you need to run or customize I'm always glad to help.