Can I pull a collection report for a specific sales rep? I do not see an option to allow this.

I only see an option for all the reps at the same time. Thank you


Hi Anika, 

The report that you can pull up for a specific sales rep depends on how it was entered in QuickBooks Online (QBO). Let me show you how. 

If it's enter in the custom field, you can run the Sales by Customer Detail report. Here's how:

  1. Choose Reports in the left navigation panel.
  2. Ensure that you're in the All section, then scroll down until you reach the Sales and Customers box.
  3. Pick Sales by Customer Detail.
  4. Enter the dates you need in the Report period fields, and select Sales Rep in the Group by drop-down. 
  5. Click Customize, then expand the Rows/Columns section, then tap Change columns
  6. Put a check mark in the Sales Rep and A/R Paid boxes.
  7. Open the Filter section.
  8. Select InvoicesPayments, and Sales Receipts in the Transaction Type drop-down field. 
  9. Click Run Report.
Otherwise, you can run the Sales by Class Detail report if you've used class tracking for our sales person. Here's how:
  1. Go to Reports in the left navigation panel.
  2. In the All section, scroll down until you reach the Sales and Customers box.
  3. Select Sales by Class Detail.
  4. Enter the dates you need in the Report period fields, then click Customize.
  5. Expand the Filter section, and pick InvoicesPayments and Sales Receipts in the Transaction Type drop-down. 
  6. Click Run Report
I got this link if you have any questions QBO: Help Articles for Reports.

Reach out to us if you have further questions. I'd be right here to help.
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