Category: Commission Sales

03Apr

How to Calculate Sales Commissions Using QuickBooks and Excel (E-book) $6.95

Posted in Commission Sales, E-Books, School Of Business | Leave a comment

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!

Nerd’s School Of Business

This is the E-book version of the tutorial with detailed steps and a ton of screen shots to help you get through setting up what you need to have in place in QuickBooks in order to do this. Once the set up is complete then all you will need to do each month is run the reports and export them into the template. As quickly as you can click the export button, do some quick formatting in excel and then copy and paste the values into the template as as quickly as you will have your calculation done. This can literally turn hours of your time into minutes.

This is JUST the E-book. If you want the complete video on this, then please click here to purchase that product separately.

Video: How To Calculate Sales Commissions using QuickBooks and Excel

 

31Dec

Sales Commission (Template only) $24.97

Posted in Commission Sales, Excel, Excel Templates, QuickBooks, School Of Business, Templates | 2 Comments

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!

Nerd’s School Of Business

This is ONLY the template. The full length one hour video with the template included can be purchased here.

This template can be used in conjunction with a formatted Sales By Sales rep report in QuickBooks. You simply run the report in QuickBooks, Export it to excel and then drop the numbers into the template. The template looks up the commission rates (set up on another tab in this template and also can be updated using a Sales Rep List report from QuickBooks).

  • You can manually set up the commission rates in excel
  • Or you can set up a custom vendor field in QuickBooks to track and update them there.
  • Then customize the Sales rep list to include the custom field.
  • This way you can run that report in QuickBooks and export it to update the list in this template.
  • This method is recommended because even a slight typo in a Vendor name will cause the “lookup” formula in the template to fail. The names HAVE to match.

To use the template exactly as it is laid out requires some custom fields in QuickBooks, so if you are not very knowledgeable in Quickbooks it is highly recommended that you download the full video which walks you through step by step how to set everything up exactly as you need it.

29Dec

How To Calculate Sales Commissions Using QuickBooks and Excel $64.97 (Video)

Posted in Commission Sales, Excel, Excel Templates, Formula Writing, QuickBooks, School Of Business, Templates | 11 Comments

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!

Nerd’s School Of Business

  • 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:

  1. Create the sales rep in QuickBooks.
  2. Set up a custom field in QuickBooks to track the commission rate.
  3. Create a customized Sales Rep List Report In QuickBooks.
  4. Recording the sale in QuickBooks – how to make sure your sales reps get credit and how to include/exclude line items from commissions.
  5. Creating the commission report in QuickBooks for use with the Excel template included here.
  6. Learn how to Set up the report group in QuickBooks for easy access when you need to run and pay commissions.
  7. The steps and important options when you export the report to Excel.
  8. Using The Excel template Sales rep list.
  9. The commission sales report – dropping the QuickBooks export into the template to instantly calculate your commissions.
  10. See how to Review and the information for accuracy and completeness.
  11. 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.
  12. 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:

  1. The video file (MP4 – will play on MAC or PC)
  2. The Excel Template
  3. The QuickBooks file used in the video.