Income Tracking

@alyssamcintyre 

You can set up tags for each sales rep and add multiple tags to a transaction.  That will allow you to run a transaction list report by tag.  When using classes, only one class can be assigned to either the entire transaction or to a line item.  So, if you want multiple sales reps to be applied to on an entire transaction, then I think tags is your best option.

***EDIT:  My apologies, this reply was for QB Online, not QB Desktop.

Hi there, @alyssamcintyre. I'm here to provide the steps to assign a class or sales rep to a transaction.

To set up tags for each sales rep in QBDT, you can follow these steps:

1. Open QuickBooks Desktop and go to the Lists menu.
2. Select Customer & Vendor Profile Lists and choose Customer Type List.
3. In the Customer Type List window, click on Customer Type and choose New.
4. Enter a name for the sales rep tag (e.g., Sales Rep 1, Sales Rep 2) and click OK to save.

Now that you have set up tags for each sales rep, you can assign them to transactions. Using the Class feature, QBDT allows you to add multiple tags to a transaction. Here's how you can do it:

1. Open the transaction to which you want to add tags (e.g., an invoice or a sales receipt).
2. In the transaction window, locate the Class field.
3. Click the drop-down arrow in the "Class" field and select the appropriate sales rep tag(s) for that transaction.
4. You can add multiple tags if needed by choosing additional sales rep tags from the drop-down list.
5. Save the transaction to apply the tags.

Using the Class feature in QBDT, you can effectively tag transactions with sales rep information and analyze data based on these tags.

Here's an article that details the class tracking feature: Set up and use class tracking in QuickBooks Desktop. It includes a list of transaction types you can give a class and a link to how to filter, sort, or total reports by class.

Moreover, the following articles include all the information you require for QBDT's class-tracking functionality:

• Set up and use class tracking in QuickBooks Desktop.
• How to use class tracking in QuickBooks.

If you have other QuickBooks concerns or additional questions about sales rep and class tracking, fill me in. I'm always ready to respond to them.

I set up my sales reps in customer type as directed, but they don't show up when I go to the Class field, and I can still only choose one per transaction. please advise on what I am doing wrong.

I can share additional information about adding a class field in your transactions, @alyssamcintyre. 

Adding a class lets you track account balances by department, business office or location, separate properties, or any other meaningful breakdown of your business. At this time, you can only add one class per transaction. 

A sales rep in QuickBooks Desktop (QBDT) is different. It's an employee or vendor that’s a sales representative. After adding them as one, it'll let you add them to sales forms so you can track their income. 

For more information about turning on class tracking and setting up class categories for expenses and accounts, check out this article: Set up and use class tracking in QuickBooks Desktop. 

Then, you can refer to the following article on how to run a report showing only classes and subclasses: Filter, sort or total reports by class. 

Let me know if you need further information about adding a class to your transactions. I'm always here to help. Have a great rest of the day!

thank you for your reply. is there a way to add more than one sales rep to a transaction?

Thanks for following up with the Community, alyssamcintyre.
 

I can certainly understand how an ability to add more than one sales representative to a transaction could be useful and have submitted a suggestion about if as of today.
 

You can submit your own feature requests while using QuickBooks.
 

Here's how:

1. In the top menu bar, go to Help, Send Feedback Online, then Product Suggestion....
   
   
    
2. Choose a Type of Feedback and Product Area (optional) from your available drop-down menus.
   
   
    
3. Enter any suggestions/feedback in the Here is my suggestion: field.
   
   
    
4. If you'd like, include your name/email in the My name is: (optional) and My e-mail address is: (optional) fields.
   
   
    
5. Select Send Feedback.
   
   

Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.
 

If there's any additional questions, I'm just a post away. Have a great Tuesday!