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Replying to:
Kayla H
QuickBooks Team

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Hi there, @dka0367.

 

I hope you're having a good day.  You're correct, QuickBooks Online currently doesn't offer the Sales Rep Detail Report. I have performed several tests in QuickBooks Online to find the best workaround for you. Follow the instructions below to build a custom report.

 

 1. Locate the Report tab on the left-hand side.

 2. Choose the Customer Contact List report.

 3. Let's click the page and arrow to export this report to Excel.

 

 

 5. Go back to QuickBooks and find Sales by Customer Summary report.

 6. Export this report as well.

 7. Now you can copy the address column from the exported Customer Contact List report and paste it as a new column in the exported Sales by Customer Summary. The customers and their addresses line up correctly.

 

 

Check out this excellent tutorial on Customize Reports.

 

I can see that the Sales by Rep detail report would be significantly useful for your business. I'm sending up a product request to have this to be considered in a future update.

 

Please reach out to me here if there's anything else you need, I want to ensure your success. Thanks for coming to the Community, and have a great rest of your day.

 

 

 

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