Is it possible to build a report to show unpaid invoice by a Sales Rep

QuickBooks Help QuestionsIs it possible to build a report to show unpaid invoice by a Sales Rep
Brittany P. asked 3 years ago

Is it possible to build a report to show unpaid invoice by a Sales Rep? Since QBO still does not have a true Sales Rep feature, any thoughts if the Class tracking will work in QBO.

admin Staff replied 3 years ago

You’re right! They still don’t have a true Sales Rep feature in QBO. There should be Sales Rep list and be able to assign at the Customer level. Currently, there is no way to run Unpaid Invoices report (A/R reports) sorted by Class either. Interestingly enough, you can run the reports (A/R Aging Summary, Detail, and Open Invoices) by Location. But I doubt that’s the purpose of the Location tracking.

A/R Agining by Location

You can send them your feature requests and add your voice here.
http://feedback.qbo.intuit.com/forums/168199-quickbooks-online-feature-requests/suggestions/2986985-enable-a-sales-rep-to-be-assigned-to-a-customer-cl



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