How to Create Commission Reports for Sales Reps in QuickBooks
Question: Can I create commission reports for sales reps in QuickBooks?
Answer: Yes, but it requires a workaround.
QuickBooks will tell you it is impossible, but I have discovered a workaround, one of many required for ad specialty distributors.
QuickBooks can run a report of gross profit by “class.” We can then create a class for each of your sales reps.
Take care to add the Customer:Job for each line item in each supplier purchase order to make sure the expenses tie back to the customer.
Then, export the report showing gross profit by class to Excel and calculate your commissions there to be entered back into QuickBooks.
It's a bit cumbersome, but at least there is an option.
Please email accounting questions you would like considered for the column to HGatter@AccountingSupportLLC.com with the subject line of "Ask the Accountant."
Harriet Gatter, owner of Accounting Support LLC, was an ad specialty distributor for 23 years and an adjunct professor of accounting at Neumann University. She sold her ad specialty business in 2012, became certified as a QuickBooks ProAdvisor, and now works exclusively with ad specialty distributors nationwide on their QuickBooks, order management and accounting needs.