Create sales rep

Currently, creating a sales rep feature is unavailable in QuickBooks Online, @pantherdistribut. I can provide alternative options for tracking your sales reps and guide you through the process.

You can use the Class tracking feature as a workaround. By enabling this feature, you can create classes or custom fields to help identify sales reps when invoicing your customers. 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. Choose how you want to assign classes: either One to the entire transaction or One to each row in a transaction.
7. Click Save, then Done.

I've included a helpful screenshot below to assist you:

Once you’ve enabled Class tracking, you can create a sales rep as a class. Here’s how:

1. Go to the Gear icon and select All Lists.
2. Click on Classes and then New.
3. Enter the sales rep's name and click Save.

I've included a brief clip below for your reference:

You can also visit this link to get started with class tracking and its detailed instructions.

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

You're always welcome to reply in the comments below if you require additional assistance tracking transactions by a sales representative. We’re always here to help. Stay safe!