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April 12, 2024
Question

How to track sales rep in QBO Simple Start? can we do it thru Tags?

  • April 12, 2024
  • 1 reply
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1 reply

April 12, 2024

Hello there, Cloud. I'm here to help you with tracking sales reps in QuickBooks Online (QBO). 

 

If you're using QuickBooks Online Simple Start, the features available for tracking sales reps may be limited. In this case, you may want to consider third-party integrations or applications, which offer more advanced features and options. For instance, some of these solutions allow you to track sales reps using tags. You can visit this site apps.intuit.com and from the search bar, type the sales rep as a keyword. There are several apps that you can choose to achieve the feature you want.

 

Alternatively, you can upgrade your QuickBooks Online subscription to a higher plan like QuickBooks Online Essentials or QuickBooks Online Plus. These plans come with more advanced features, such as class tracking, which may be more appropriate for your requirements. 
 

While this option isn't available yet, I also suggest sending feedback through your QuickBooks account so that our developers can act to improve your experience since this is available only in the QuickBooks Desktop version that offers the Sales by Rep report (QBDT).

 

I'll show you how:

 

1. Select the Gear icon.

2. Select the type of feedback in the box.

3. Click the Next button to submit.

 

You may track the status of your summited feedback with this page: QuickBooks Online Features Requests page.

 

I'll attach this link for more details about changing your system service level: Upgrade or downgrade your QuickBooks Online edition.

 

Just in case, I'll add this article for future reference: Customize reports in QuickBooks Online.


Please leave a comment below if you have any other questions or concerns, and I'll get back to you right away. I'm always happy to help.