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Level 1

How do I set up a new sales rep?

2 Comments 2
QuickBooks Team

How do I set up a new sales rep?

Good day @marybranco,

We can use the custom field to add Sales rep in QuickBooks Online. These are the steps on how to do it:

  1. Click the Gear icon and select Account and Settings under Your Company.
  2. On the left panel, click the Sales tab.
  3. Click to expand the Sales form content section.
  4. In the Custom fields section, type Sales rep inside an empty box.
  5. Hit Save then Done.

Another workaround is using the Location Tracking feature. This helps classify data from different locations, departments, regions, offices, property, stores, and territory on the same company.

You can visit this link to learn more about this preference: Set up and use location tracking.

These steps will help you achieve your goal of setting up a new Sales rep to your Quickbooks Online. If you have additional questions, feel free to leave a comment below.I'm always here to help you with anything in QuickBooks. Wishing you continued success in all future endeavors!

Level 1

How do I set up a new sales rep?

I have sales rep on my invoice.  In QB desk-top, I was able to create a list of sales reps so they appeared as a drop-down feature.  How do I do this in QB on line?

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