Sales rep commissions · QuickBooks Online

The Sales by Rep report didn't survive your migration. Your commissions still have to ship.

SalesRepFielder reads your QuickBooks Online invoices, applies your commission rules, and produces rep statements — commission math that ends as a journal entry in your books, not a CSV you re-key.

What actually happens in the crossing

Twenty years of Desktop sales-rep tracking, and this is what QuickBooks Online hands back after the migration:

1/

The converter demotes your REP field to a custom-field dropdown. Initials only. The link to the employee record: severed.

2/

QBO has no Sales by Rep report. Not hidden behind a plan tier. Absent.

3/

"Rebuild it in Advanced custom reports" — we did. It sums tax-inclusive invoice headers. The totals come out wrong against Desktop.

4/

Intuit's own AI assistant can't see transaction custom fields at all. It will tell you the data isn't there.

The data survives the crossing. The reporting doesn't. Rep attribution is still recoverable through the API — verified against pre-migration Desktop exports. That gap is what SalesRepFielder closes.

What it does

Reads

Connects to QuickBooks Online and reads your invoices — including the rep attribution the migration buried in custom fields.

Computes

Applies your commission rules — rates, splits, tiers, draws with the legal guardrails — and produces a statement per rep, every close. Reps get statement links, not logins.

Posts

Ends the run as a journal entry in your books. The close is closed in QuickBooks, not in a spreadsheet beside it.

Commission math that ends as a journal entry in your books — not a CSV you re-key.

Monthly close, start to finish: invoices in, statements out, entry posted. One tool, one pass.

The Replay Auditor

Feed it what you actually paid your reps, plus your QuickBooks data. It diffs every document: where the spreadsheet drifted, duplicates named, unknown reps flagged, honest "not in rules" reasons for everything it can't match.

Most spreadsheets have money hiding in the diff.

$ audit — replaying paid statements against engine output   MATCH INV-2041 J. Moreno $412.50 = $412.50 DRIFT INV-2044 R. Castillo paid $380.00 · rules say $342.00 (rate applied to tax-inclusive total) DUP INV-2044 R. Castillo paid twice — Mar and Apr sheets UNKNOWN INV-2051 "T.M." rep not in roster — initials only, unmapped MATCH INV-2052 J. Moreno $228.00 = $228.00   verdict per document · honest reasons · draws handled by policy

It also runs in migration mode: point it at your old Desktop Sales-by-Rep export and it verifies rep attribution survived into QBO — before you trust a single statement.

For bookkeepers & ProAdvisors

Commission calc is the monthly spreadsheet ritual nobody bills enough for. SalesRepFielder is priced the way your stack already works — per client file, not per user — with unlimited firm users, every feature included, and your own books free forever.

One file, one line item, one close. The rate card fits in one meeting.

Pricing

Direct (SMB) Firms (bookkeepers / ProAdvisors)
Unit $10/payee/mo ($20 min) $12/client file/mo (up to 10 payees/file, +$1 beyond)
Users / admins Free, unlimited Free, unlimited firm users
Platform fee None None · 3-file minimum
Your own books Free forever
Trial 30 days, full product, no card 30 days, full product, no card
"Incumbents charge $40–60 per user plus platform fees." "Your commission stack: $12/client, not $40/rep."
Launch pricing — firms signing now keep this rate forever. List price steps up for new firms as the roadmap ships.

"Active payee" = received a statement that month. Idle reps are free. A 30-payee client file costs $32/mo — not $1,200.

Early access

The 30-day trial — one full monthly close, full product, no card — opens shortly. Leave an email and you're first in the water when it does.