Sales Reps

Hi there, equifax.

I can share other options where you can add and keep track of your Sales Reps.

You can use the Class tracking feature where you can add the specific sales rep per line item of your invoices or the entire transaction. Let me show you how: 

1. Go to the Edit menu and click Preferences.
2. From the left menu, click Accounting.
3. Click the Company Preferences tab and check the Use class tracking for transactions box and select Assign classes to Items. 
4. Select OK.

Then, you can add this feature to your invoice templates so you can see it when you create and print out the invoice. 

1. Click Lists and then Templates.
2. Double-click on an existing invoice you use or click Template from the bottom and click New.
3. Click Additional Customization.
4. Select the Columns tab and check Class for Screen and Print.
5. Click OK.

You can refer to this article for more details about setting up and using the class tracking in QuickBooks Desktop.

Feel free to check out these links for more details in handling customer transactions: 

• Get started with customer transaction workflows in QuickBooks Desktop
• Customize reports in QuickBooks Desktop

Keep me posted if you have other questions. Take care!

@equifax 

Another option, a sales commission app to integrate with QBD.