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Level 1

Can you assign a sales rep to a customer. When I run an AR report by sales rep it does not show credits on the acct (ie. overpayments)

 
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QuickBooks Team

Can you assign a sales rep to a customer. When I run an AR report by sales rep it does not show credits on the acct (ie. overpayments)

Hi there, 

 

The good thing about using QuickBooks is that it allows you to assign a sales rep using classes. Don't worry, I'll show you how to set up classes if you haven't already. 

 

Class tracking allows you to get specific insights you need to plan ahead. You can use classes to track your transactions by departments, product lines, or any other meaningful segments in your business. So when it’s time to run reports, you have a clear picture of each segment’s financial health. 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.

 

In case you have other questions, feel free to contact our support team using this link here.

 

 

 

Highlighted
Level 1

Can you assign a sales rep to a customer. When I run an AR report by sales rep it does not show credits on the acct (ie. overpayments)

Hi JamesM ~

 

That's great information, but is there a way to automatically assign a sales rep to any client, or does each separate transaction have to individually be attributed to a sales rep or an employee? I am running into trouble because transactions do not always come in through the rep, so we have to manually check each time whether a client belongs to a particular sales rep. This means that due to human error sales are sometimes not attributed properly, and sales reps lose commissions. Looking to eliminate this. Any suggestions?

Highlighted
QuickBooks Team

Can you assign a sales rep to a customer. When I run an AR report by sales rep it does not show credits on the acct (ie. overpayments)

Hi akhsas. Currently, there isn’t an option to automatically assign a Sales Rep to a customer. You’d have to enter the information manually when you create an invoice. Let me know if you need help with that. I know how beneficial this feature would be to you and your. I encourage you to send feedback about this to our engineers. You can do this by clicking the Gear icon and looking for Feedback. New product improvements are hugely based on the great feedback we get from users like you. 

 

Let me know if you have questions. 

Highlighted
Level 1

Can you assign a sales rep to a customer. When I run an AR report by sales rep it does not show credits on the acct (ie. overpayments)

Thank you JamesM, I will do that :)