How do I create this report?
Go to the Reports menu, click Sales, and then click
Sales by Rep Detail.
This report is a more detailed version of the sales by rep
summary report. In addition to showing sales income from each sales
representative, this report lists the sales transactions that
contributed to each sales total. The report includes income from
parts, services, and other charge items recorded on an invoice or
sales receipt. It does not include income from sales tax or
This report can be useful if you pay your sales representatives
a commission. It sorts each item on each invoice by sales rep. In
addition, it lists the original invoice line item amount and the
amount paid. If the invoice was partially paid, the sales rep gets
credit only for the amount that was paid.
Note: You may want to view this report on a cash basis,
even if your organization usually uses the accrual method. If you
view this report on a cash basis, it won't show what was sold
during this time period. Instead, it will show what the customer
paid during this time period. Cash flow problems can occur if you
pay your sales reps a commission before your customer pays you. To
view the information in the way that is most useful for your
business, you can change the basis of the
If the report you're working with is a summary report (a report that
summarizes transactions instead of listing them), you can change its basis from cash to accrual or vice versa.
To do this task
In the report window, click Customize Report.
Select either Cash or Accrual as the report basis.
What is cash basis?
What is accrual basis?
For the information in this report to be accurate:
representatives in QuickBooks.
The Sales Rep list is separate from your employee list and
doesn't link to your employee information, so you can add
in-house reps (employees) and outside sales reps (non-employees) to
Assign a sales rep to every invoice in QuickBooks. To do this,
enter the name of the sales rep into the Rep field on the
Generate a draft of the report.
Before calculating the commission owed to each sales rep, look
at the bottom of the report. If you see "No sales rep"
listed in place of a sales rep name then some invoices were not
assigned a sales rep. Double-click each invoice line to QuickZoom
to it and assign a sales rep to each invoice before calculating
commissions. If you don't see "No sales rep" listed,
you are ready to calculate your sales commissions.
The amount you owe the sales rep is not calculated
on this report, however you can
export this report to
Excel, enter your sales commission percentage, and let Excel do
The report shows sales for the current month, but you
can change the period of time covered by the report by choosing a
different date range from the Dates drop-down list.
What do the
different date ranges mean?
Get the most out of
report for reuse