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Angiedash
May 15, 2023
Solved

Does anyone know how to set up a Sales Rep in QuickBooks Online?

  • May 15, 2023
  • 1 reply
  • 0 views
Original commenter did not share additional details
Best answer by Ashleigh1

Hello Angiedash, thanks for posting on the Community page, How do I set up a sales rep in QuickBooks online?

 

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.

 

This will then allow you to enter it onto an invoice. 

 

1 reply

A
Ashleigh1Answer
May 15, 2023

Hello Angiedash, thanks for posting on the Community page, How do I set up a sales rep in QuickBooks online?

 

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.

 

This will then allow you to enter it onto an invoice. 

 

J
JohnJBRussell
March 15, 2024

We need to set up partners who refer us business and pay them a sales commission for varying lengths of contract and duration.
eg

20% commission for 12 months

15% commission for lifetime of agreement etc with many permutations.
we also need to track a parent / child relationship between the referring agent / company and the referred client who we invoice direct. Then pay the partner a commission on a quarterly basis whilst invoicing the client directly monthly. (And sometimes through the partner as an invisible partner.)

How can I do this in quickbooks uk?🇬🇧 . 

G
GeorgiaC
March 15, 2024

Hello and welcome to the Community, JohnJBRussell

 

Any partner, person, or company who you pay money to would be set up as a supplier in QuickBooks Online. 

 

QuickBooks currently does not have a calculation feature for commission. However, you can create a service for commission in your Products and Services list:

 

1. Select the Gear icon on the Toolbar, then choose Products and Services.
2. In the Products and Services window, select New.
3. Select Service.
4. Enter the service information (you may type in commission on the Name field) and click Save and close.

 

Once created, this can then be added to sales and purchase transactions (Note: check that the item table is turned on for purchase forms: Gear > Account & settings > Expenses > Bills and expenses > Show Items table on expense and purchase forms).

 

Companies and clients that you invoice can be set up as customers and sub-customers (parent accounts can have sub-customers up to four levels deep).

 

For regular transactions, you can also consider setting up recurring transactions (available in QuickBooks Online Essentials, Plus, and Advanced). These can be scheduled (created and emailed automatically) or unscheduled (so that you can amend and use as and when needed). 

 

If you have any further queries, please don't hesitate to reach back out! 

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