Question

I want to run a Profitability Report by Sales Rep. But I need our payroll to be included since it is a cost and our payroll is not assigned to a rep. Is there a way to do this?

Forum|Forum|6 years ago
November 18, 2019
4 replies
0 views

Original commenter did not share additional details

QuickBooks Enterprise Suite

You can run the Profit and Loss by Job report. This report shows how much you are making or losing on each job. However, it only includes income and expense transactions that were assigned to a Customer:Job.

To run the Profit and Loss by Job report, here's how:

Go to the Reports menu.
Choose Reports center.
Select the Company & Financial tab.
Search for Profit and Loss by Job.
Click the Run button to open report.

Let me know if you have other questions. I'm always here to help.

M

MichelleSCRAuthor

Thank you for your reply. Unfortunately, we have over 500 jobs (customers) that we want to run the profitability for, so I was looking at the Profitability Report, which is more summarized. But regardless of which report I run, when I choose to run (filter) it by a particular Rep, it eliminates all the transactions which are not assigned to a Rep.

Our payroll is assigned to a Job and our Jobs are assigned to a Rep, but it seems that the payroll costs do not get attached directly to the Rep on the Job, so no payroll costs are included in the Report.

If there was a way for the Profitability Report to include the name of the rep on the Job, that would help. But again, I can't filter on the Rep without losing payroll costs.

Help...….

MaryLandT

Thanks for getting, MichelleSCR.

There isn't a need to filter this report by rep because it will eliminate transactions that aren't assigned to it.

Let's customize the Profit and Loss by Job report to see transactions that are assigned or not assigned to a rep.

However, the payroll that is assigned to a rep is under the No sales rep column. It's because the invoice is already created directly to the rep. Let me guide you through on how to accomplish this:

Open the Profit and Loss by Job report.
Click Customize Report.
Under Columns, select Rep from the Display columns by drop-down list.
Click OK.
Locate the Payroll Expenses account, then click the amount under the No sales rep column.

You can also customize it by job to see the exact payroll cost without clicking the amount as instructed above.

You can click the Memorize button if you want the same settings to be available for future use. Feel free to read through this article for more details: Create, access and modify memorized reports.

To learn more about getting the data you need, check this out: Customize reports in QuickBooks Desktop. This article will help you filter report just the way you want it.

Should you need additional information, please leave a comment below. I'm always around to help you out.

C

CMHerring

Just want to add my 2 cents here as I have been trying to figure out how do exactly this for a while. Leaving the payroll expense account off of the Profit + Loss report when it gets filtered by Rep definitely seems to be an oversight on the programming side. I don't understand why other expenses can be included on the reports but not the payroll. I even tried to run similar reports but using the Item List codes and the same problem arises. I also noticed that when the P+L report is filtered by Rep and the amounts are clicked to see details, the total does not match up. Not sure what is causing that but it may be a related issue.

M

Meisroofing

As they had indicated on a reply from my comment in this thread, the sales rep isn't entered when paying the commissions, which is BS when you're actually paying the rep for that commissions. But obviously it's not pulling from the full rep name when you pay them commissions. This has been an issue for quite sometime, and they don't want to fix it, bottom line. Maybe if enough people bitch about it they will. They'll take the time for all the BS work arounds, but don't fix the problem or have an excuse. Just sayin'

P

pyramidwall

I have the same issue. Have you guys got any closer to getting this report to run where all payroll and expenses are put the correct job when filtering by rep?

G

GlinetteC

Hello there, pyramidwall.

I understand how beneficial it is for you and your business to have that report where all payroll and expenses are assigned to the correct job when filtering by a rep. However, we haven't received any updates yet as to when this will be available.

For now, you may consider the workaround provided in the previous replies to run the Job Profitability and Sales by Rep Detail report, then export them to Excel to get the information you wanted.

In addition, you can visit our Products Updates page regularly. From there, you'll be updated with the features and enhancements that our developers are currently working on.

Know that the Community is always here to help.

B

brittanyA1

QuickBooks,

Is there any update on what this report will be available (Profit & Ls by Job filtered by Rep)? This has been an ongoing topic and request for years.

We have thousands of jobs per year, and it is impossible to job cost effectively. The "workaround" is not efficient or helpful. Ownership is at their limit, and is asking that I research better accounting platforms which means that we will cancel all of our other QuickBooks products.

K

KHarrell

This report would be a major upgrade for Job Costing and Sales Rep profitability. I find it hard to believe that this is not a quick and easy fix. QB is used by countless companies that need the reports to be true, accurate and inclusive of all the information related to the costs of a project. What QB is doing by not including all the costs in the P&L by Job by Rep and forcing us to export and merge and VLOOKUP and all the other things is waste time, become inefficient and make potential mistakes on something that should be just a push of the button easy. QB Please - you're killing us!!

Sign up

Login with SSO

Login to the community

Login with SSO

Scanning file for viruses.

This file cannot be downloaded