THIS JUST IN!..
Visit Nerd’s School Of Business and get access to the entire sales commission course, the template, and the videos all for one fixed monthly price. This will also give you access to everything else I offer as I add things in!
- Video and Template Included!
- Run the reports you need in QuickBooks and calculate your commissions in minutes.
- Eliminate questions to save time and money with the reports you can send to your sales reps.
- Create other powerful tools – bonus section at the end teaches you how to write the formulas in MS Excel.
Here’s what you will master in this combined QuickBooks and Excel video tutorial:
- Create the sales rep in QuickBooks.
- Set up a custom field in QuickBooks to track the commission rate.
- Create a customized Sales Rep List Report In QuickBooks.
- Recording the sale in QuickBooks – how to make sure your sales reps get credit and how to include/exclude line items from commissions.
- Creating the commission report in QuickBooks for use with the Excel template included here.
- Learn how to Set up the report group in QuickBooks for easy access when you need to run and pay commissions.
- The steps and important options when you export the report to Excel.
- Using The Excel template Sales rep list.
- The commission sales report – dropping the QuickBooks export into the template to instantly calculate your commissions.
- See how to Review and the information for accuracy and completeness.
- Copy the report tab to customize a detailed report to be sent to the Sales rep so they know exactly what they were paid on.
- Bonus Video Included: How to write the formulas in excel to make the template work.
- Note – you have the template anyway, but knowing how to write the formulas will enable you to create other powerful tools on your own.
When you complete your payment you will receive an e-mail with a zip file containing the following:
- The video file (MP4 – will play on MAC or PC)
- The Excel Template
- The QuickBooks file used in the video.