I can show you how to add a sales rep to your QuickBooks account, hennie1541.
Before adding a new sales rep or class to your QBO company file, ensure to activate the Class tracking feature. Doing so lets you create a class, which allows you to track and categorize transactions.
After adding a class, you can include these when you create a transaction.
Here's how:
Step 1: Turn on the Class tracking feature
- Go to the Gear icon at the upper right corner, which you can see, and choose Account and Settings.
- Click the Advanced tab.
- Find the Categories section, then press the Pencil icon.
- Turn on the Track classes by clicking the Toggle button.
- From the Assign classes dropdown, select one of the following options: One to each row in a transaction or One to the entire transaction.
- Once done, press Save. Then click Done.
Step 2: Create a Sales Rep
- Go to the Gear icon at the upper right corner, which you can see, and choose Account and Settings.
- Under the Lists column, click the All Lists option.
- Find and select Classes.
- Click New, then fill out the Name field. You can tick the Is Subclass checkbox if it's a subclass.
- Once done, press Save.
Step 3: Create a transaction and add the class
- Go to the +New button, then choose a transaction.
- Fill out the necessary fields within your transaction, such as the Product or Service section.
- Select the class created within the Class dropdown.
- Once done, press Save.
I'll also leave these articles to know what reports you can pull up, then personalize them to display the Class column:
Feel free to let me know whenever you need anything else aside from adding a vendor. I'll be glad to help.
