QB Issue Resolution:
What version of QuickBooks are you running? In my sample file on QuickBooks Desktop, I run a similar report by creating a Sales By Rep Detail report and then I change the filtering to show Non Posting transactions.
Customizing the report to show non-posting transactions is important because QuickBooks will only show transactions that have affected the balance and P&L accounts by default.
To create the report:
- Go to the Reports menu at the top of the screen then choose Sales and then Sales Rep By Detail
- Click Customize Report
- Choose the Filters tab
- In the Choose Filter area, choose Posting Status
- Set the Posting Status to Non-Posting
Then press OK to display the report.
*If your reps are also on Estimates, they will be displayed as well. If this is the case, you may want to set the Transaction Type filter to show only sales orders.
Here are some screenshots that could show you what to expect:
Resolution for Issue 'Sales Report that shows sales orders each individual rep has written for a fiscal year' available: Yes (Solved).
Source: Intuit Community forum.
Sales Report that shows sales orders each individual rep has written for a fiscal year: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.Support for Quickbooks
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