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1 reply

October 5, 2020

Hi there, finance-lmjm-gma.

 

I suggest using the Custom field option to add sales reps to the invoices. To start with, you'll need to go to the Account and Settings page.

 

Here's how:

 

  1. Click the Gear icon at the left panel.
  2. Choose Account and Settings under Your Company.
  3. On the left panel, click the Sales tab.
  4. Click the pencil icon to expand the Sales form content section.
  5. In the Custom fields section, type Sales reps inside an empty box. Then, checkmark the Internal and Public boxes.
  6. Make any necessary changes.
  7. Hit Save and Done.

 

 

 

 

 

Once done, you can open the Invoice page to check if the sales reps is already there.

 

 

You can click this article on how you can personalise your sales forms and add information about your business brand: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

Please refer to this article on how to categorize data from different locations, offices, regions, outlets, or departments of the same company: Set up and use location tracking.

 

If you have additional questions, feel free to leave a comment below. I'm always here to help you with anything in QuickBooks. Wishing you continued success in all future endeavors!