Customer Sales RepsHow do i set it up so the sales rep is linked to the customer and i how can run a report to show the invoices linked to that rep?

Thanks for posting in the Community, MarkJames!

You can use the Class tracking or Custom field options in QuickBooks Online to add and track the sales rep transactions.

Class tracking allows you to get specific insights you need to plan ahead. You can use classes to track your transactions by departments, product lines, or any other meaningful segments in your business.

Let me show you how:

1. Click the Gear icon.
2. Select Account and Settings.
3. In the navigational bar, click Advanced.
4. Select Categories.
5. Check off Track classes to turn on class tracking.
6. Click Save and then Done.

Here's how to set up classes:

1. Click the Gear icon and then All Lists.
2. Select Classes. 
3. Click the New button.
4. Add the name of the class say Sales Rep.
5. Click on Save.    

This adds a class field or column on your forms so you can assign transactions to a class.

To record the sales for the salesman without Class/ Location tracking:

1. Click on + New button from the Dashboard.
2. Click on Invoice.
3. Fill in the customer’s name, terms and date.
4. Select the small Gear icon on the top right, then Add your own field.
5. Create a field such as Salesman to input the name of your salesman. Close the sliding pop up screen.
6. Input the name of your salesman at the new custom field.
7. Fill in the information for the Product/Service and the amount.
8. Click on Save.

To learn more about class tracking, here's an article you can check:

• Turn on class tracking in QuickBooks Online
• How to track the total sales by each salesman without Class/ Location tracking

Feel free to post again in the Community if you have more questions about QuickBooks Online.