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I need to link classes or location to specific customer so I can pay commission %.
I need it to be minus tax or shipping cost.
Hi BrianQW,
Thanks for reaching out here. I can see how beneficial it would be to include classes, when importing invoices to QuickBooks Online. However, this option isn't available at this time. to learn more about preparing your spreadsheet, so you can import multiple invoices at once, click here. Please don't hesitate to submit a suggestion to our Development Team, if you would like to see the ability to import your spreadsheet with classes, in future updates.
Feel free to reach back out with other questions. We'd be happy to help!
Why is being suggested to use track locations or classes , to link to a commission?
want to link a specific customer to a salesperson and their commission
Hi johnnie2,
Thanks for joining us here. I can see the importance of being able to use classes to link customers to a specific sales person, so you can include a percentage for commission. Although you can use classes to track income and expenses by business segment, it may not be the best fit for your business needs. QuickBooks Online has many other valuable features, for accomplishing your bookkeeping goals. I recommend reviewing this helpful guide, so you can select the best option. I also suggest speaking with an accounting professional for their expertise and best course of action. If you don't have an accountant, we can help you locate a ProAdvisor in your local area.
Please don't hesitate to ask other questions. We're here for you!
Thanks for help,
does alot of it link to payroll and link employee to new customer?
Hello johnnie2. I'd like to make sure I'm on the same page as you so I can assist you better. Could you elaborate or rephrase your question above?
You can prepare your Invoice data with following template
RefNumber | Customer | TxnDate | DueDate | ShipDate | ShipMethodName | TrackingNum | SalesTerm | Location | Class | BillAddrLine1 | BillAddrLine2 | BillAddrLine3 | BillAddrLine4 | BillAddrCity | BillAddrState | BillAddrPostalCode | BillAddrCountry | ShipAddrLine1 | ShipAddrLine2 | ShipAddrLine3 | ShipAddrLine4 | ShipAddrCity | ShipAddrState | ShipAddrPostalCode | ShipAddrCountry | PrivateNote | Msg | BillEmail | BillEmailCc | BillEmailBcc | Currency | ExchangeRate | Deposit | ToBePrinted | ToBeEmailed | AllowIPNPayment | AllowOnlineCreditCardPayment | AllowOnlineACHPayment | ShipAmt | ShipItem | DiscountAmt | DiscountRate | TaxRate | TaxAmt | DiscountTaxable | LineServiceDate | LineItem | LineDesc | LineQty | LineUnitPrice | LineAmount | LineClass | LineTaxable |
101 | Janice Johnson | 01/10/2020 | 01/12/2020 | Ground | Net 30 | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | Special Handling | Thank you for your order! | 0 | N | Y | N | N | Y | 12 | Shipping | 0.02 | Y | MP3 Player | Blue MP3 Player | 2 | 55 | TAX | |||||||||||||||||||||
101 | Janice Johnson | 01/10/2020 | 01/12/2020 | Ground | Net 30 | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | Special Handling | Thank you for your order! | 0 | N | Y | N | N | Y | 12 | Shipping | 0.02 | Y | Leather Case | Leather Case | 2 | 10 | TAX | |||||||||||||||||||||
101 | Janice Johnson | 01/10/2020 | 01/12/2020 | Ground | Net 30 | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | Special Handling | Thank you for your order! | 0 | N | Y | N | N | Y | 12 | Shipping | 0.02 | Y | Gift Cards | Gift Cards | 2 | 5 | TAX | |||||||||||||||||||||
102 | Leonard Walker Inc | 01/10/2020 | Net 30 | 9 Winding Road | Winchester | NY | 12345 | 9 Winding Road | Winchester | NY | 12345 | Thank you for your order! | 0 | Y | N | N | N | Y | Y | Handhelds | Portable Game Player | 1 | 100 | TAX |
then use an importer tool to proceed
https://get.transactionpro.com/qbo
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