IS IT POSSIBLE TO GET A REPORT OF PAYMENTS PER CUSTOMERS AND SALESPERSON?

Hi there, @vvelez1. I'm determined to ensure you can get your desired report in QuickBooks Online.

Are you using the Class Tracking feature to track your sales by salesperson? You can combine the Transaction List by Customer and Transaction Detail by account reports by exporting them to Excel. You can customize these reports to show the customer payments and classes.

Follow these steps below:

1. Go to the Reports menu.
2. Scroll down to the Sales and Customers section.
3. Select the Transaction List by Customer report.
4. Click on the Customize button.
5. Modify the reporting date.
6. Go to the Filter section.
7. Select Payment from the Transaction Type drop-down list.
8. Click Run report.
9. Click the Export icon and select Export to Excel.

Then, pull up the Transaction Detail by Account report.

1. Go to the Reports menu.
2. Scroll down to the Sales and Customers section.
3. Select Transaction Detail by Account.
4. Click the Customize button.
5. Under Rows/Columns, select Customer from the Group by drop-down menu.
6. Select the Class checkbox from the list of columns.
7. Click Run report.
8. Export it to Excel.

After that, you can utilize Excel which helps give you the flexibility in combining these reports.

Should you need further assistance with running reports, don't hesitate to comment below. The Community is always here to help.