Hello there, golfpro.
Currently, it's not possible to add a Sales rep to a Customer profile in QuickBooks Online (QBO). However, you can use the Class tracking feature to assign a Sales rep, which will help you monitor your transactions by departments, product lines, or other significant segments in your business.
To enable the class tracking feature, follow these steps:
- Go to the Gear icon at the top and choose Advanced from the left menu.
- Select the Categories section to edit and turn on the Track classes switch.
- Choose Warn me when a transaction isn't assigned a class. This is optional, but it means that when you look at reports, you know everything's been classified.
- Under Assign classes, select One to entire transaction or One to each row in transaction.*
- Click Save, then Done.
Next, here's how you can create a sales rep or class:
- Go to the Gear icon at the top.
- Choose All lists.
- Select Classes.
- Click New, then enter the sales rep's name.
- Click Save.
After that, when you create a sales transaction, you can add the class or sales rep.
For more details about the class tracking feature, you can check out this article: Get started with class tracking in QuickBooks Online.
To check sales, expenses or profitability by business segment, you can run reports by class.
If you have further questions about managing Sales reps in QuickBooks Online, feel free to let us know in the Reply section, golfpro. I'm here to help in any way I can.
