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Buy nowYou 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.
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:
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!
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