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@Anonymous wrote:

Hi DCrain, 

 

What version of QuickBooks are you running?  In my sample file on QuickBooks Desktop, I run a similar report by creating a Sales By Rep Detail report and then I change the filtering to show Non Posting transactions. 

 

Customizing the report to show non-posting transactions is important because QuickBooks will only show transactions that have affected the balance and P&L accounts by default. 

 

To create the report:

• Go to the Reports menu at the top of the screen then choose Sales and then Sales Rep By Detail
• Click Customize Report
• Choose the Filters tab
• In the Choose Filter area, choose Posting Status
• Set the Posting Status to Non-Posting

Then press OK to display the report.  

 

*If your reps are also on Estimates, they will be displayed as well. If this is the case, you may want to set the Transaction Type filter to show only sales orders. 

 

Here are some screenshots that could show you what to expect:

 

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