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December 2, 2022
Question

Hello, I have 4 technicians within my current company I work for. How do I see, how much I have personally invoiced per month. We all use the same QuickBooks account.

  • December 2, 2022
  • 2 replies
  • 8 views
Just looking to see how much I put out for my company Monthly/weekly/daily
Example, daily goal 1000$ month goal 20000$

2 replies

Fiat Lux - ASIA
Level 14
December 2, 2022

You can utilize the Class Tracking feature on QBO Plus to assign specific transactions (e.g invoice) to a tech person. Another option, consider having a field service app or a project management app to integrate with QBO.

QuickBooks Team
December 2, 2022

Hi there, rimcountrybillin. 

 

I agree with Fiat Lux - Asia. You can utilize the Class Tracking feature to assign the invoice to a tech person. Beforehand, please know that this feature is exclusive to the QBO Plus and Advanced versions.

 

You may want to visit our QuickBooks Apps store to find the right apps to integrate into QuickBooks Online. You can review the product and see its ratings and reviews as well. 

 

Here's how:

 

  1. Go to Apps.
  2. Type the keyword in the Search field.
  3. Select the app you wish to use and check for reviews.
  4. Click Get the app now.

 

Also, here's a link on how to set up your class list: 

 

 

I'll be here if you still have other concerns about managing your transactions in QBO. Have a great day!