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February 4, 2021
Question

We have just finished importing over from Sage 50 desktop and are having issues with assigning a salesman to each customer to track their sales for commission purposes.

  • February 4, 2021
  • 2 replies
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2 replies

February 4, 2021

Hi ash15,

 

I'm happy you were able to make the transition to QuickBooks Online. The program offers the flexibility which allows you to manage your business from anywhere as long as you have an internet connection. 

 

Being able to assign a salesman to a specific customer isn't a features that's available in QuickBooks Online. The good news is you can use the Class/Location tracking feature. Class tracking allows you to get specific insights which help you bring your financials into focus. This powerful feature allows you to track your transactions by departments, product lines, or any other meaningful segments in your business. Here are the steps which show you how to set this up. 

 

To turn on:

  1.     Click the Gear icon.
  2.     Select Account and Settings.
  3.     In the navigational bar, click Advanced.
  4.     Select Categories.
  5.     Check off Track classes to turn on class tracking.
  6.     Click Save and then Done.                             

Here's how to set up classes:

  1.     Click the Gear icon and All Lists.
  2.     Select Classes. ( You can also add locations by selecting Locations.)
  3.     Click the New button.
  4.     Add the name of the class or location and click Save.

To add class tracking to payroll:

  1.     Click the Gear icon.
  2.     Under Settings, select Payroll Settings.
  3.     On the Setup Overview page, click on Accounting under Preferences.
  4.     If prompted, Click Customize. If not, scroll down at the bottom of the screen to see the Classes section.
  5.     Select the option that will best fit your preference for class tracking.                          

To learn more about class tracking, here's a recommended article: Get started with class tracking in QuickBooks Online.

 

When running customer reports you'd have to filter them by Classes. Here's an article which shows you how to filter reports by Class: Filter, sort or total reports by Class. Otherwise, I recommend sending feedback about this feature to our engineers by clicking the Gear and looking for Feedback. New product features are influenced by the great feedback we get from users like you. 

Fiat Lux - ASIA
February 5, 2021

@ash15 

As another option, consider having a sales commission app to integrate with your QBO.