Skip to main content
July 11, 2023
Question

Can i add sales reps against customers

  • July 11, 2023
  • 1 reply
  • 0 views
can i run sales reports by representative

1 reply

July 11, 2023

Hi mcsmee,

 

Thank you for posting in the Community!

 

You can use the Class tracking feature in QuickBooks Online to be able to assign sales rep for a specific customer. Here's how to enable class tracking:

 

  1. Click on the Gear icon.
  2. Select Account and Settings.
  3. Go to the Advanced tab.
  4. Click the Pencil icon in the Categories section.
  5. Turn on Track classes.
  6. Select how you want to assign the class. It's either One to entire transaction or One to each row in transaction.
  7. Click Save, then Done

Next, you can create a sales rep or class. Here's how:

 

  1. Click the Gear icon, then go to All lists.
  2. Select Classes.
  3. Click New, then enter the sales rep's name.
  4. Click Save

Once you create an invoice, there should be a Class drop down field and you can select the sales rep from there. You can then run a report called Transaction List by Customer and Customise them to include Class.

 

Keep me posted if you have other QuickBooks concerns or questions. I'll get back to help you the best that I can.