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pathirana-pvt-gm
Level 1

I have two different product with two sales person. Then I want prepare Collection Report the sales person, which should include only he has sold, not other did.

I have two different product with two sales person. Then I want prepare Collection Report the for sales person, which should include only he has sold, not other did.
1 Comment 1
Rea_M
Moderator

I have two different product with two sales person. Then I want prepare Collection Report the sales person, which should include only he has sold, not other did.

You can pull up a Transaction report in your QuickBooks Online (QBO) account, @pathirana-pvt-gm. Then, you'll have to utilise the customisation feature to get the information you need.

 

When your salespersons are added as users in your account, they can enter a sales transaction whenever they sell any of your products. With this, using the Created By column on the Transaction report, you can filter the name of your salespersons. From there, you'll have to export the report to an Excel file and manually grouped all the sales for each of them.

 

Here's how:

  1. Go to the Reports menu.
  2. Search for your preferred Transaction report (i.e. Transaction List by Customer).
  3. Click the Gear icon at the top of the report.
  4. Select the box before Created By, then click anywhere on the page to implement the update.
  5. Click the Export icon, then select Export to Excel.

 

I've attached screenshots below that show the last three steps.

 

Once done, you have the option to save the report's current customisation settings. This way, you won't go through the same process again in the future if you need to pull up the same information. For the step-by-step guide, kindly refer to this article: Memorise reports in QuickBooks Online. It also includes information on how to set a schedule and email information for a memorised report or group.

 

Additionally, reports give you snapshots of the different areas of your business. For the complete list of reports in QBO, you can check out this article: Reports included in your QuickBooks Online subscription.

 

Please let me know if you have other inquiries about the available reports in QBO. I'm just around to help. Take care always.