Sales by rep

Make sure you spell the sales rep name exactly the same way every time, even if you add space in the end it's not going to be on the report one you filtered. You will have two reports for the same sales rep. One will be, for example, "John" and the other "John ". 

Is QBO not designed for large volume business?  I can not enter a sales rep manually into every invoice! I need to be able to import my customers with their assigned reps, and assign a rep automatically.  

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@konstantincra wrote:

Make sure you spell the sales rep name exactly the same way every time, even if you add space in the end it's not going to be on the report one you filtered. You will have two reports for the same sales rep. One will be, for example, "John" and the other "John ". 

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I’m glad to share some information with you, @Bickford.

I recognize how convenient it's for users to assign Sales Rep automatically to transactions. At this moment, you need to assign them manually every time you create an invoice or sales receipt.

You may consider using a third-party app to achieve it. QuickBooks offers several tools, which are located in our Apps center. You can also go to your Apps menu to check which app works best for you. Here are the steps to do it:

1. Select the Apps menu from your left navigation pane.
2. Enter a keyword in the Search field.
3. Select and open the app. You can read reviews or feedback from other users to help you decide further.

You can visit this reference if you need help managing your company's income and customers in QuickBooks: Sales and customers. It includes steps to customize forms and processing payments.

We’ll be here anytime to help if you need further assistance with your transactions. Just tap the Reply button below. Take care!

Please make this feature available in the Quickbooks online version too!

Doesn't this option require you to enter the sales rep on each invoice? Why can't you set up the sales rep name at the project or customer level and have the invoice automatically populate the sales rep field?

I understand that you want to assign a Sales Rep automatically to transactions in QuickBooks Online (QBO), JO. 

As I have checked and replicated here on my end, the option to automatically assign a Sales Rep to an invoice is unavailable. At this time, you'll need to add this manually every time you create a transaction in QBO. 

I can see how the functionality would be beneficial to your business. I'd recommend sending this feature request directly to our Product Development team. This helps improve your experience and the features of the program.

Here's how:

1. Go to the Gear menu and then select Feedback.
2. Type in your feature request in the description box.
3. Once done, click on Next.
   

You can also track feature requests through the Customer Feedback for QuickBooks Online website.

I'm always here in the Community if you need more help with sales reps. Just post a reply below to notify me of your response. Take care always. 

its majorly cumbersome and it also doesn't handle split slaes between two reps please make your product work for your clients.