Need to update your account details or payment information for QuickBooks Desktop? Click here for our step-by-step guide.
Need help running payroll?Watch our video or read the guide in our Product Tutorial.
Is it possible to mark an items as non commissionalbe? I assign sales rep to invoices and would like to pay sales persone based on invoice totals less parts, etc item codes.
Welcome back to the QuickBooks community! Knowing the options of the program you're using is an important part of making the most of QuickBooks Desktop to manage your books. I'm happy to go over the options for you.
I can see how tagging items in your books as subject or not subject to commission would be a useful tool to keep your workflow moving along quickly. At this time, QuickBooks Desktop doesn't have a checkbox for this sort of thing. I have a workaround that may work for you in the meantime: Custom Fields.
This option requires a little leg work, but could be just the thing to help you in the meantime. When you add a Custom Field to a product or service, you can also add it to the transaction window to help you see more easily which items are should have commission applied and which shouldn't. He's what you can do.
The first step is to add a Custom Field to the product or service. Follow along below.
Go to the Lists menu and select Item List.
Double-click any item on the list to open and edit it.
Select Custom Fields. Then select Define Fields.
Name your custom field in the Label column. Names aren't case-sensitive.
In the Use column, select the checkbox to turn on the custom field.
Either create a New template by clicking the Template button on an existing template.
Click Additional Customization. (Note: If you choose a built-in template, the program will prompt you to create a Copy of it to make changes. Select Make a Copy to do so.)
Select the Columns tab.
Check off the Custom Field you've just created. (Note: If you don't want this information to be seen by your customer, check off only the Screen box.)
Click OK to save.
Click OK to exit.
The important thing moving forward will be picking that form template to create transactions. Once it's been selected once, QuickBooks Desktop should remember it. Upon opening a transaction using this template, you'll notice a column named whatever your Custom Field is called. Now you can input data into that field such as "yes" or "no" or "non-commissionable" if you'd like. Test out adding the Custom Field when you're customizing or filtering reports to populate details or you can simple open the transactions to review the information. The article I linked about Custom Fields goes over how to navigate using them with reports.
Finally, feel free to submit feedback about what you're looking for to our product development team. By using the Help menu and Send Feedback Online, you can keep us up to date with what we could do to enhance what the program has to offer. We love hearing from customers and often implement feature requests.
Let me know if you'd like clarification about any of that.