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05/24/2012 at 04:51PM PDT

Important Announcement! A planned system-wide upgrade will take place over the Memorial Day Weekend in the US (From Thurs, May 24, 2012 at 6 pm PDT thru Tues, May 29, 2012 at 5 am PDT). This includes QuickBooks, QuickBooks Payroll, Point of Sale, & Salesforce.com. This is only for US based products. This does not affect QuickBooks Online customers! During this time, you can shop, but can’t place orders online, activate products or update account info. We apologize for the inconvenience & thank you for patience while we improve our infrastructure to better serve you. International versions are unaffected. For more info, see our community discussion.

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c4OixiCFyqllvkab8P4pmk

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New Member

04/03/09 4:35pm PDT
Viewed by asker 04/04/09 8:05am PDT

How can I sort my estimates by sales rep?

US QuickBooks Enterprise Solutions : 8.0: Manufacturing and Wholesale

I want to be able to sort my estimates by sales rep so I can determine how many estimates each rep created?
PLease resond answer to: shahn@hahnswoodworking.com

2 Replies

Intuit Solution Provider

Retail Solution Provider

QBooksConsulting

Allstar

04/05/09 8:39pm PDT

Run a custom transaction detail report, filter it by Estimates, add the Rep column, and sort the report by rep.

____________________

Oleg Bekker

Intuit Solution Provider | Retail Solution Provider | Certified QuickBooks ProAdvisor

http://www.QBooksAdvisors.com

Oleg Bekker
Intuit Solution Provider | Retail Solution Provider | Certified QuickBooks ProAdvisor
A+ QBooks Consulting, LLC
(800) 609-0788
https://qbdeal.com/quickbooks-...

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New Member

07/13/09 11:25am PDT

Latest post

I have the same question, however the provided answer does not seem to work. When running the custom transaction detail report, estimates as a transaction type do not appear.

Is there another possible solution?

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