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February 20, 2023
Question

Good Day , How do I add sales rep, and track their commission

  • February 20, 2023
  • 1 reply
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1 reply

JoesemM
February 20, 2023

Hi there, @Shane1407. I'm here to guide you in adding a sales rep and tracking commissions in QuickBooks.

 

In QuickBooks Online, adding a sales rep and track their commissions is unavailable. As a workaround, you can use the Class and Custom Fields feature to add your sales rep to track your commissions.

 

To add custom fields, here's how:

 

  1. Go to the Gear icon.
  2. Select List then Custom fields.
  3. Enter Sales Rep in the name column.
  4. Put a checkmark in the All sale forms.
  5. Tap the Print on the form.
  6. Click Save.

Then, turn on the classes feature. It will guide you with the sales and commissions that you need to track. Here's how:

 

  1. Go to the Gear icon, then select Account and Settings.
  2. Choose Advanced.
  3. Under the Categories section, select the edit (pencil) icon.
  4. Select Classes and select the settings for that category.
  5. Press Save. A drop-down menu for classes will appear on your forms.

Once done, you can now add the sales rep to your transactions. For complete details, follow the steps below:

 

 

Also, I can see how having this option would be helpful for you, and your business. I highly suggest sending feedback directly to our product developers. They're always looking for ideas to consider on how to improve QuickBooks Online. For more information on how to send feedback, see this article: How do I submit feedback?

 

Additionally, I'll be sharing these references that will guide you in personalising sales forms and running reports in QuickBooks:

 

 

Please post again if you have other questions about this or anything else in QuickBooks. I'll be more than willing to answer them. Take care always.