This question was recently submitted, and it may be the same question many of you may be asking:
Q: Dear Scott: "How come my Sale by Rep report shows "No Sales Rep"? I know I entered the rep for each customer on the customer screens."
A: The Sales by Rep report is actually looking to your sales documents (i.e. invoices and/or sales receipts) to pull the proper information. If the rep field is not showing up on either of these documents, QuickBooks will substitute the "No Sales Rep" as the salesperson.
The fact that you have entered the sales rep on the customer screen allows QuickBooks to remember the association between that customer and that sales rep on each future transaction. However, it is essential to make sure the sales rep field is also showing up on your sales forms as shown in the example screen shot below:
Once it shows up there, it will then be included in any totals on the Sales by Rep report:
If there is no sales rep listed on the sales form, QuickBooks will default to the "no sales rep" as shown in the report above.
- Running a Sales by Customer Summary Report in QuickBooks
- Running a Sales by Item Report in QuickBooks