Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
Talk to Sales: 877-683-3280
Hours
Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST
Product support & help
Need help signing in?
T
TFS2
June 13, 2025
Question

Profit report based on Invoices paid grouped by Sales Rep

  • June 13, 2025
  • 2 replies
  • 19 views

I am a bit lost, I have tried googling but have not found the actual solution to my need.
I need a report with the following information.

 

Data:

Invoices Paid from (Date) to (Date), not invoice created but paid during that window.

 

Information/ Columns:
Item Cost
Item Profit
Service Profit (100%)
Sales Tax
Total

 

Grouped by:

Sales Rep

 

Also, is this something i can do with Simple Start, Essential or Plus account?

2 replies

K
Kurt_MQuickBooks Team
QuickBooks Team
June 13, 2025

The option you're trying to access isn't available through QuickBooks Online (QBO) reports, @TFS2. We'll provide more details and a workaround to help you accomplish this task promptly.


Currently, there isn't a report that supports viewing invoices paid from a specific date range. However, you can filter and export your customer's invoice transactions from their profile to get insights on the invoices paid within the specified dates. Here are the steps:

 

  1. On the left navigational bar, go to the Customer & Leads and choose Customers.
  2. Select a specific customer and then click on it to open their profile.
  3. Add filter to the Type, Status, and Date field.
  4. When you're ready, click the Export icon beside the Printer icon.

 

For visual reference, see the photo below.

 

Please know that in this way, there won't be any option to assign this to a specific group in your company file. Also, the data and reports you need are available in Simple Start, Essentials, Plus, and Advanced versions of QuickBooks.


Moreover, you can assign them to a specific group when doing it via the report function. For more information, please see this page: Manage and share custom reports.


To add the columns needed, you can customize and export an invoice-related report and then merge it manually with the data you have outside the program. This way, you get the desired result while keeping everything on point.


Moreover, here's an article to help you create personalized sales forms in QBO: Customize invoices, estimates, and sales receipts in QuickBooks Online.


In case you need assistance streamlining invoice processes, our QuickBooks Live Expert Assisted can offer tips and guide you through completing it seamlessly. Feel free to visit them anytime.


You can comment below if you have questions about QuickBooks or need additional help managing customer invoices. As always, we'll be around to offer assistance as soon as possible, @TFS2.

T
TFS2Author
June 13, 2025

Hi Kurt, it would take forever to do one customer at a time, is there any other work around to get all the Invoices (even if we have to use invoice creation date instead of paid).

 

PS: I did not see any picture attachment in your message.

T
ThomasJosephDQuickBooks Team
QuickBooks Team
June 13, 2025

You can run an Invoices and Received Payments report, TFS2.

 

While generating a Sales by Rep report is not available in QuickBooks Online, my previous colleague's suggestion is the closest resolution for gathering data on individual customers that you can implement.

 

In another way, you can generate an Invoices and Received Payments report, which includes the invoice creation date, payment date, and amount information for each customer's transactions within your selected time frame.

 

Please note that this report will not include details such as item cost, item profit, service profit, or sales tax information.

 

Here's how you can generate an Invoices and Received Payments report:

  1. Go to Reports.
  2. Enter and select Invoices and Received Payments in the search bar.
  3. Select a Report Period according to your preferred date range.

 

You also have the option to customize the report to include your preferred data fields in QuickBooks Online. For more detailed instructions on how to do this, please refer to this article: Customize reports.

 

If you require further assistance regarding report generation for invoices and payments, please post your questions below.

R
RusimyhrQuickBooks Team
QuickBooks Team
June 16, 2025

I appreciate your input, TFS2. This feature would be beneficial for other users facing similar concerns. We can relay your feedback to our product developers for consideration.

 

To send feedback, here's how:

 

  1. Click on the Gear icon and select the Feedback option.
  2. Enter your comments or suggestions for the product.
  3. Click the Next button to submit your feedback.

 

You can also track the status of your request by visiting the QuickBooks Online Feature Request.

 

On top of that, you can consider using a third-party app from the QuickBooks App Store that specializes in commission calculations. Here’s how to find one:

 

  1. Go to Apps.
  2. Select Find apps.
  3. Use the search bar to look for an app that meets your needs.

 

 

Next, you'll want to customize reports, you have the option to include your preferred data fields after integrating a third-party app with your QuickBooks Online.

 

You might also find this helpful: Export your reports to Excel from QuickBooks Online. Doing so, you will gain the flexibility to utilize, analyze, and present your financial information outside of QuickBooks.

 

If you require further assistance, don't hesitate to click the Reply button.

 

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.
Terms & ConditionsAccessibility statement