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SashaCooper
Jan 9, 2019 11:02 AM UTC
Solved

Income by Sales Rep

Is there a way to include a column to show the 'Sales Rep' when pulling a sales report?

Doesn't seem to be any option to add it in the customization. 

vpcontroller
vpcontrollerAnswer
Jan 9, 2019 2:41 PM UTC

 

 

@SashaCooper

 

 

You're right! They still don't have the "Sales Rep" feature as you want in QBO. Period.

 

In QBO, they offer few workarounds like using the Custom fields, Customer type, and Classes to track Sales Rep. But the reports are not accurate (even if you try your best).

 

This also happens to be the top requested feature in QBO since July 2012 and still under review since Jan 2016. That was three years ago and have not seen any new updates yet. 

 

https://feedback.qbo.intuit.com/forums/168199-quickbooks-online-feature-requests/suggestions/2986985-enable-a-sales-rep-to-be-assigned-to-a-customer-cl

 

Update 4/10/2019 - the above URL doesn't work anymore. They even closed the Public Feedback Suggestion Board. Maybe they just want to hide/ignore all the feedbacks.

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9 replies

JenoP
JenoP
Jan 9, 2019 12:00 PM UTC

Good day, SashaCooper. 

 

You're right. We can't add a column for "Sales Rep" to the sales reports in QuickBooks Online. This is because this function is only available in QuickBooks Desktop.

 

If you're using the Class Tracking feature for sales rep tracking, use the Class column instead. Also, you can add a Created by column in the Sales by Customer Detail report. It will tell which invoices were created by a certain user. 

 

Let me know if you need anything else. Have a great day. 

 

vpcontroller
vpcontroller
Jan 9, 2019 2:26 PM UTC

@JenoP

 

"Also, you can add a Created by column in the Sales by Customer Detail report. It will tell which invoices were created by a certain user."

 

How do you even relate from USER type to SALES REP Invoice report?

    vpcontroller
    vpcontrollerAnswer
    Jan 9, 2019 2:41 PM UTC

     

     

    @SashaCooper

     

     

    You're right! They still don't have the "Sales Rep" feature as you want in QBO. Period.

     

    In QBO, they offer few workarounds like using the Custom fields, Customer type, and Classes to track Sales Rep. But the reports are not accurate (even if you try your best).

     

    This also happens to be the top requested feature in QBO since July 2012 and still under review since Jan 2016. That was three years ago and have not seen any new updates yet. 

     

    https://feedback.qbo.intuit.com/forums/168199-quickbooks-online-feature-requests/suggestions/2986985-enable-a-sales-rep-to-be-assigned-to-a-customer-cl

     

    Update 4/10/2019 - the above URL doesn't work anymore. They even closed the Public Feedback Suggestion Board. Maybe they just want to hide/ignore all the feedbacks.

      pellplumbingco
      Aug 19, 2020 2:07 PM UTC

      I found that I could run the Sales by product / service detail report and customized it to sort by sales rep

      mmauck
      Oct 10, 2020 4:39 PM UTC

      I'm looking to run a sales rep report and seen your solution.

      but I'm unable to add a filter on the Sales by Product to add the sales rep. 

      how did you do this please?

      alchemy1
      May 11, 2020 2:12 PM UTC

      This was over a year ago. They need to make ground on this. We are in a pandemic and need better online services. 

       

      Does anyone know if there is a third party service linked to QBO that can draw these types of reports?

        IntuitLily
        IntuitLily
        May 11, 2020 3:08 PM UTC

        I appreciate your feedback regarding this matter, @AlchemySoundandVision.

         

        While the Sales Rep customization on the reports isn't available, I can help route you to our QuickBooks Online App store to locate the best application you need for your business.

         

        QuickBooks Online offers up many applications that integrate directly. You can check their product features and reviews through this link: https://quickbooks.intuit.com/app/apps/home. Or, you can go directly to your QuickBooks account and tap the Apps menu on the left-side panel.

         

        Once you find the right app, you can always come back here and share your review. In addition, you can visit our QuickBooks Blog to get the latest news and updates about our product and what our developers are working on.

         

        I'll be around if you have other questions or concerns. Take care and have a good one.

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