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!
In order to get total sales and taxable sales with sales tax collected, you will need to run a “Sales by Customer Detail” report. This report will not give you all the information you need to file the Sales Tax Return. You will need to further customize it to word around.
To do this, you will to run a “Sales By Customer Detail” report, customize it and add “tax amount” and taxable amount” columns from selecting “Change Columns.
These are the necessary steps, you will need to take.
From the blue navigation bar on the left
Select “Go to report” (magnifying glass), type Sales by Customer Detail
Select “Sales by Customer Detail” from drop-down selector
Change Transaction Date as needed
Select “Customize” blue button (upper left)
Select “Change Columns” under Rows/Columns
Add Tax Amount (refers to tax collected)
Add Taxable Amount (refers to taxable sales)
Add Tax Name (if needed)
Select Remove button and remove unnecessary columns (optional)
Click OK button
Click Run Report
This will give Total Sales and Total Taxable Sales. Subtract these two columns in order to get Non-Taxable Sales.
Recommended: Also click “Save Customizations” button to make this as customized report for future use.