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dlewisjohnson
July 13, 2022
Question

Report that shows sales for an individual employee and what has paid and what is outstanding

  • July 13, 2022
  • 1 reply
  • 0 views

I am looking for a report, or how to create a report, that will show how much an employee has billed out in a time period. The report also needs to show which invoices have paid and which ones are outstanding. It is  report that needs to be run quarterly. 

 

A further complication, is that it would need to be able to include invoices that were billed on a prior quarter but paid on a later quarter.

 

Is this something QB is capable of or do I just need to keep doing this manually?

 

Many thanks in advance.

1 reply

A
Amanda-B
July 13, 2022

Hey there dlewisjohnson,

 

Welcome to the QuickBooks Community! QuickBooks Desktop is a great software that allows you to run and customize reports. It's important that you're able to get the reports that you need . I can provide some information about reports in QuickBooks Desktop.

 

I found an article that may help you to better understand reports in QuickBooks Desktop. To view this article, click here. This will explain the types of reports that are in QuickBooks Desktop and what they are used for. If you're not seeing the type of report you need, I recommend leaving feedback by going to the Help menu and selecting submit feedback online. These comments are viewed and reviewed by the developers as they create new feature for QuickBooks. I hope this helps! 

 

If you have any other questions, feel free to reach out here.

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