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November 29, 2023
Question

Can you add sales rep code to customer account, so reports can be specified against a sales rep?

  • November 29, 2023
  • 1 reply
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1 reply

November 29, 2023

Hi christineaslett-, thanks for joining the Community

 

It isn't possible to add a code to customer profiles for reporting purposes. If you would like to submit this as an idea for future development, please see our QuickBooks Idea Exchange board.

 

As a workaround to this, you could use Tags (with a separate tag for each sales rep) to gain insights into performance. Tags are assigned at a transaction level and they don't impact your books. For further information, see our guide on what are tags and why should I use them?