How do i assign a sales rep to a customer? Currently the only way is to load a sales rep per invoice. I need to be able to recall all sales by sales rep in a report

I have alternative options to assign a sales rep to a customer, Haley.

In QuickBooks Online (QBO), assigning a sales representative directly to customer data is not possible. However, you can create a new field in the Custom fields that represents sales reps or use the Class tracking feature. Ensure you enable the custom field and set it to appear on the form or ensure you turn on the Track classes feature to use it. I'll guide you on how to do it:

Add custom field:  

1. Click the Gear icon and choose Custom fields.
2. Tap the Add field.
3. Note: If this is your first time creating a custom field, click Add custom field.
4. Enter Sales Rep in the Name field.
5. Select the All Sales forms or Purchase Order checkbox.
6. (Optional) To show the custom field on printed and delivered forms, turn on Print on the form. Otherwise, it will only appear in QuickBooks Online.
7. Click Save. 

For more details add the sales rep to your transactions. Check out this article for guidance: Add custom fields to sales forms and purchase orders in QuickBooks Online.

Another option is to use the Track Classes feature. However, we have to enable this feature first. Note that this is only available to QuickBooks Plus and higher versions. Here's how:

1. Click 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. Press New, then enter the sales rep's name.
4. Click Save. 

Then, you can pull up a Sales by Customer Detail report to check the data regarding the sales rep or classes.

Furthermore, I have included this article, which guides customising sales forms in QuickBooks Online: Customise invoices, quotes, and sales receipts in QuickBooks Online

I'm willing to hear you out if you have more concerns regarding managing sales reps in QBO. I'll be here to help you in any way I can. Have a good one!