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mr new
Level 1

How i can get sales report by users ?

i need sales report by users
1 Comment 1
SarahannC
Moderator

How i can get sales report by users ?

Hello there, mr new. Welcome to QuickBooks Community!

 

As of now, QuickBooks is unable to generate a sales report by users. I got the point on how necessary for your business to populate a QuickBooks report by user. Let's send this feedback to our Product Development team. Your product suggestion will be evaluated. Here's how:
 

  1. Go to the Gear icon.
  2. Select Feedback under Profile.
  3. Enter your suggestion. Then, click Next.

As a workaround, you can run any sales report and export it to Excel. From there, you can manipulate the report by users. Here's how:

 

  1. Go to Reports and enter the name of the report.
  2. Click the Customise button to make necessary changes.
  3. Select the Export icon. Then, Export to Excel.

 

Then, you can use the Audit log feature to know which user created or added the transaction. Gear icon> Audit log under Tools> select user, date, and events.

 

For additional resources, here's an article about: Customising your report in QuickBooks Online reports in QuickBooks Online. You can also memorise your report to save its current customization settings.

 

Please know that I'm just a post away if you have any other questions on running reports. Take care, mr new.