Most of the reports in QBO, you can’t customize the way you want it. Just wish, they’ve simple weekly sales reports filter by sales transaction type like Sales Receipt but they don’t.
The ideal report in QBO would be SALES BY CUSTOMER SUMMARY group by week. But this report you can’t filter it by Transaction Type to get Sales Receipts only.
In the meantime, you can run TRANSACTION LIST BY CUSTOMER report to get the data.
- Report period = select as needed
- Rows/columns Group by = Week
- Customize > Filter > Transaction Type = Sales Receipt
You can make this My Custom Reports by clicking Save Customization button at the top right. Next time you will see this in My Custom Reports tab,
There is no built-in business report available by Sales Rep in new QBO at this time. By using available custom field on the sales forms (invoice and sales receipt), you can easily get the information by selecting and customizing standard built-in “SALES BY CUSTOMER SUMMARY” report.
This quick and easy tutorial video shows you how to customize sales report by sales rep for tracking sales and manually computing sales commissions in the new QuickBooks Online (QBO).
Here is another top-rated tutorial video by VPController for newQBO.com. We encourage you to watch the entire video.. You do not want to miss a step!
Sign up QuickBooks subscription for new company. Or add additional company subscription for using the same user ID (choose “Already have an Intuit user ID?”)