Sales Reps

Forum|Forum|5 years ago
May 17, 2021
2 replies
6 views

How do I track both inside and outside sales reps per invoice in QuickBooks?

We have inside reps who work hard and outside reps who work hard. Each invoice we create is represented by one inside rep and one outside rep...we need to be able to track who is involved with each $ that flows through the company.

How do I configure the invoices to make this happen?

Thank You!

QuickBooks Desktop

Catherine_B

Level 9

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:

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

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