QBO Advanced Custom Field and Reports

Tonyw3 · ‎February 28, 2022

I have added a Custom Field called "Sales Rep" both to Customer and to Invoice and the Custom Field is Sales Rep.

I am now trying to create a P&L's By Customer where i can Group or Filter the report by Sales Rep in order to see each salespersons customers/jobs and try to automate their monthly commission calculations.

Also i would like to be able to print the Sales Reps name on the P&Ls. Do you know if this would be possible.

ShiellaGraceA · ‎February 28, 2022

Thanks for reaching out to us here today, @Tonyw3.

I have some information about printing the custom field in Profit & Loss report. The option to filter the report and add the custom field (Sales Rep) is unavailable. You'll want to pull up another report then export both reports to Excel. This way, you'll be able to add and print the sales rep.

Here's how:

Go to Reports and then enter Sales by Customer Detail report.
Tap the Gear icon beside the Export icon.
Mark the box next to Sales Rep.
Select Run report.

After adding the sales rep, you can now export the report to Excel. Just click the Export icon. Do the same on your Profit & Loss report. From there, you can paste the sales reps to the Profit & Loss report.

More details about exporting process are found in this article: Export your reports to Excel from QuickBooks Online.

In case you need help with other reports-related tasks, browse this link to go to our help content page. It has topics with articles.

You can always reply to this thread if you have other questions or concerns with reports. I'll here for you. Take care and have a good one.