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QuickBooks Mac 2014 New Feature – Sales Reps

While the new version of QuickBooks 2014 for Windows got some improvements (as discussed here: http://www.pnatc.com/?p=4053), the Sales Rep feature is now included in QuickBooks for Mac 2014! At long last there is a way to track sales for your employees or vendors without having to use a workaround! The sales rep feature in Mac is similar to the one in the previous versions of QuickBooks. It allows you to create a sales rep that is linked to an Employee or Vendor name. Once you have your sales rep setup, you can start using them. There are two ways to do this. First, you can assign a sales rep to an invoice or sales receipt. You simply ensure that the sales rep field is visible on your template (if you use the default templates, it should show automatically). Then select the drop down on the transaction. It’s that simple. This simple task however, can get rather tedious, so QuickBooks allows you assign a default sales rep to a customer. The next time you select that customer, your rep is automatically filled in! If you change the sales rep after selecting a customer on a transaction, QuickBooks will prompt you if you want to use the new rep as the default for the customer! You can also run reports with your sales reps. There is a built in report, Sales by Rep Summary that will show you the sales within a given date range for each of your reps. You can even set filters on existing reports for sales reps. There are some limitations, though. You can’t assign more than one sales rep to a transaction or customer, so you can’t do split commissions. There is also no easy way to exclude items from your sales rep reports, nor does it allow you to set a commission percentage for the rep or items. It also does not allow you to report based on profit, just on sales, so if you use this to calculate commission, be aware that you may be giving away more than you make on an item.

About Travis Trudeau

Travis has been a Consultant with Presti & Naegele since October 2007. He has worked with companies in a variety of industries, specializing in QuickBooks Point of Sale. An Advanced Certified QuickBooks ProAdvisor since 2008, he also has extensive knowledge of QuickBooks Financial software and third party integration solutions. Travis is an expert in QuickBooks SDK and creates various custom applications for his clients. Prior to working at Presti & Naegele, he worked for Intuit as a Technical Support Representative and was part of the advanced support team.In his spare time he does computer programming and is currently learning to develop for Appleā€™s iPhone and iPad devices.
This entry was posted in 2014 New Features, Current Tips & Tricks, QuickBooks for Mac, QuickBooks Products, What's New for QuickBooks and tagged , , . Bookmark the permalink.

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