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PetrosF
Active Member

Use QB as a agent/sales rep

I am a freelancer  agent and I have a few manufacturing suppliers from different countries, I am selling their products but  they are invoicing directly to my customers. Every quarter i issue an invoice to each supplier so I can get paid the commission on each sale / invoice. I wonder if I can add each invoice (issued from the supplier) separately to QB so i can track the sales, commissions and  payments from customers to suppliers. 

1 Comment 1
AileneA
QuickBooks Team

Use QB as a agent/sales rep

Hello, PetrosF. 

 

Let me provide some information about tracking commissions in QuickBooks Desktop.

 

You have the option to add yourself as a sales representative. This way, you'll be able to track the allocated commission for each invoice that you're going to process.

To do that: 

 

  1. Click Lists on the menu.
  2. Select Customer & Vendor Profile Lists, then click Sales Rep list.
  3. Hit New.
  4. Enter the needed information. 
  5. Tap OK to save.

After that, you can now enter your name by the time you create invoice. Make sure to enable the rep section on the template so it will be visible.

 

Here's how: 

 

  1. From the invoice page, refer to the Formatting section.
  2. Select Customize Data Layout.
  3. Under Header, put a check-mark on REP
  4. Click on OK.

Once done, you can now create an invoice and select your name as the sales representative. This way, you can run a report that contains all the transactions where you can get commission and manually compute the commission amount to be paid.

 

To run the Sales by Rep Detail report: 

 

  1. Go to the Reports menu, then go to Sales.
  2. Click Sales by Rep Detail.
  3. Select Customize Report, then choose the accounting method under the Display tab.
  4. Go to the Filters tab.
  5. In the Search Filters field, enter and select Transaction type.
  6. Under Transaction Type, select Invoice, then click OK
  7. Change the To and From dates, then click Refresh

 

I also, added this article that might come in handy to personalize your report: Customize reports in QuickBooks Desktop.

 

For future reference, you can also memorize the report so that you'll not go to the same process again, here's an article to help you through the process: Create, access and modify memorized reports.

 

If you have additional questions, you're always welcome to drop a comment below. Keep safe!

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