HOW TO ASSIGN A SALES REP TO A CUSTOMER?

Let me help you with assigning a sales rep, Support64.

What's good in QuickBooks Online is you can assign a sales rep through the Class tracking feature. It helps you with getting insights into your sales or profitability for each segment of your business. 

First, let's turn on the feature. Here's how:

1. Click the Gear icon.
2. Select Account and settings.
3. Go to the Advanced tab.
4. Click the Pencil icon in the Categories section.
5. Turn on Track classes.
6. Select how you want to assign the class. It's either One to entire transaction or One to each row in transaction.
7. Click Save, then Done. 

Next, you can create a sales rep or class. Here's how:

1. Click the Gear icon, then go to All lists.
2. Select Classes.
3. Click New, then enter the sales rep's name.
4. Click Save. 

Then, when you create a sales transaction, like an Invoice or Sales receipt, you can add the class or sales rep. 

Also, when running a customer report, you can filter them to class or sales rep.

Let me share this article for future reference: Get started with class tracking in QuickBooks Online.

Feel free to reach out to us if you have additional questions. We're just one comment away. Take care!

I have created a class and entered the sales reps names but how do you apply that sales rep to a specific customer.  I would prefer not to enter the sales person for each transaction.  

Thank you for joining this thread, jescola12.

Let me guide you on how you can assign class or sales rep to each transactions in QuickBooks Online.

When creating the a customer invoice and sale receipt, we can easily add class/sales rep you created.

Like this:

1. Click on +New.
2. Select to create Invoice or Sales receipt.
3. Choose the customer name.
4. Fill in the necessary field for the transaction.
5. Click on CLASS column to add the class/sales rep.
6. Select either Save and send, or Save and close.

Here's the article for more information about it: Track your transactions by class.

I've added this link to help you utilize reports for your classes: Run reports by class.

Don't hesitate post in the Community or click on the Reply button for follow up questions about classes. We'll be here to help. Have a nice day!

I cant seem to track income by sales rep unless I assign a rep to every invoice.  QB lets me assign a rep to a customer and to a customer job, but income from those jobs will not show up unless I add rep to every invoice.  Is there a way to see income by rep from every job or customer owned by that rep?

Good day to you, @bolaji-shoyode-w.

I'm here to assist and offer some options for tracking sales Rep in QuickBooks Online (QBO).

I suggest sending feedback through your QuickBooks account so that our developers can act to improve your experience. Since this is available only in the QuickBooks Desktop version that offers the Sales by Rep report (QBDT).

I'll show you how:

1. Select the Gear icon.

2. Select the type of feedback in the box.

3. Click the Next button to submit.

You may track the status of your summited feedback with this page: QuickBooks Online Features Requests page.

In addition, find out how to create a customized report in QuickBooks Online Advanced to access and arrange financial information and insights of your business according to your needs. Feel free to visit this article for your reference: Customize reports in QuickBooks Online.

You can also run reports in the custom field in QuickBooks Advanced and use them in a variety of ways to keep track of your most important goals.

Here’s what you can do with custom fields in reports: Use custom fields in reports in QuickBooks Online Advanced.

If you have any more questions, please feel free to reply to this post. All of us here in the Community are eager to help! 

How do you permanently assign a sales rep to a customer so that they are always linked together. 
looking forward to your response. 
[email address removed] 

waiting for response to this

Hello, mujtabalexum.

 As of now, I'm unable to tell when the option to assign a sales rep to a customer is unavailable. With that, I encourage you to send Feedback. Your valuable feedback goes to our Product Development team to help improve your experience in QBO. You can do so by clicking the Gear icon and then selecting Feedback.

You can track feature requests through the QuickBooks Online Feature Requests website.

For now, you may use the Class tracking feature to assign a sales rep. I'll guide you through the steps.

First, let's turn on the feature. Here's how:

1. From the Gear icon, select Account and settings.
2. Go to the Advanced tab.
3. Click the Pencil icon in the Categories section.
4. Turn on Track classes.
5. Select how you want to assign the class
6. Click Save, then Done. 

Next, you can create a sales rep or class:

1. Click the Gear icon, then go to All lists.
2. Select Classes.
3. Click New, then enter the sales rep's name.
4. Click Save. 

Then, when you create a sales transaction, like an Invoice or Sales receipt, you can add the class or sales rep. 

You can also browse this article to get an in-depth idea about the said feature: Get started with class tracking in QuickBooks Online.

I'm always around whenever you need help tracking classes.

Waiting on the response as well. 

Seems this does not answer the previous person’s question. Desktop version of QB allows a user to assign a sales rep to a client , so each new transaction already has a sales rep assigned. When will this feature be available for QBO? It would be such an easy feature to add, I have never understood why QBO does not have it. Makes no sense.

Hello there, akhsas.

At this time, I'm unable to provide a definite period for when the program's assign a sales rep to a customer function will be implemented. I can see that many users would also like to include the said feature. Let's send your ideas and suggestions to them directly so they can review and include them in upcoming improvements.

Here's how:

1. Head to the Gear icon in the upper right and choose Feedback under Profile.
2. Enter a description of your product suggestions in the field box.
3. Click Next to submit it.

You can also visit the QuickBooks Blog to learn more about the latest news and feature releases. In addition, these resources will also guide you on how to assign segments to your business, as well as organize and tag your transactions by class:

• Turn on class tracking
• Track your transactions by class
• Create and manage classes

Reach out to me again if you have additional questions on how to handle sales rep-related tasks. I'll get back to help you the best that I can. 

the fact this hasn't been addressed yet is mind boggling. 

The larger we grow, the more we utilize reports to analyze business. 

But the reports have minimal value unless we can view them by salesperson.

Its not reasonable to "assign a rep" to every invoice.  Human errors will make the reports inaccurate.

My only option is to switch software?

@MarkOrlando 

My only option is to switch software?

Yes. You can convert your data to QB Desktop file and use the trial version to access your historical data. Then you can start from scratch in the new program to lower your conversion costs.

@4Gal @MarkOrlando Do you have any suggestions on what software to switch to?

@PBJ10 

How about QB Desktop? Or do you prefer switching to another cloud based accounting app?

@4Gal Cloud based would be better for our business since we have multiple people working in the system at a time and from different locations. However, in case you didn't know, QB Desktop is being discontinued anyway. They are not even offering it for purchase anymore and by May 2024 all their customers will be migrated to QB Online.

@PBJ10 

I believe you misread their announcement. We can still help you get a new QB Desktop 2024 Pro Plus/Premier Plus/Mac license. They will support it until May 2027. They have not mentioned not releasing QB Desktop 2025 in Q3 2024.

You can contact us and we can recommend some cloud-based applications to explore before converting your data from QBO. You can convert your data to QB Desktop file format and use the trial version to access your historical data for good. You'll start from scratch on a new app to lower conversion costs.