Rustler’s Quickbooks Tips

If you want to pay your sales reps on gross profit (the difference between the sales price and the cost of the item(s)) then you need to be able to bring up a report by sales rep that shows that calculation.

You have to have your sales reps listed in the sales rep list, and you have to have added a sales rep data box to your invoices and sales receipts, and of course when the rep makes a sale he has to select his name in that box. Assuming the all that is being done.

Bring up a profit and loss statement, click Modify Report, then click the tab titled Filters. In the list box titled Filters scroll down and find Rep, when you do the drop down box to the right of that list will change to Rep, use the drop down arrow and select the sales rep name. Then click OK.

Refresh the report. It should show the total sales for the rep and the cost of the sales.

Memorize the report (I would use the sales reps name, especially if you have more than one sales rep). Memorizing the report makes it easier to bring it up next time.

When you select the filter for sales reps in the P&L report, keep in mind that if you select all sales reps, nothing will happen to the P&L - after all - all sales reps means all sales. But there is a bug, well I consider it a bug, if you select multiple sales reps and click on their names, what QB does is add up the sales for all the identified sales reps rather than reporting each one individually as I would think it would. That could be handy if you want to see what one group of sales reps are doing compared to another.