Good day, I am trying to create staff as sales reps and then want to allocate them per invoice and thereafter pull a sales report per rep. Please assist soonest.

Hi there, draccountin. I'd be glad to assist you with setting up a sales rep and pulling a report for it in QuickBooks Online (QBO).

In QBO, you can utilise the custom fields feature to create and track your sales reps. Then run the Sales by Customer Detail Report and add the Sales Rep column. Also, you will need to assign a sales rep every time you create an invoice transaction since this is just a text field. Here's how:

1. Go to the Gear icon and select Custom fields.
2. Tap Add custom field or Add field.
3. Enter Sales Rep in the Name field.
4. Select the All Sales forms or Purchase Order checkbox.
5. Pick Save.
   

After that, manually enter the Sales Rep when creating your invoice transactions.

Once everything is recorded, follow these steps to pull up and customise the Sales by Customer Detail report:

1. Go to the Reports menu and select Sales by Customer Detail.
2. Tap the Switch to classic view button, then change the date range from the Report period and pick the correct Accounting method.
3. Tap on the Customise button, then tap the Change columns link.
4. Place a checkmark next to Sales Rep.
5. Choose Run report.
   

Another option is to track your sales reps in QBO using the class tracking feature, so you can run sales reports by class. However, this feature is only available in the QBO Plus version.

Furthermore, after personalising a report, you can tap the Save customisation button to remember it with its current modification settings. Refer to this article for further details of the process: Customise reports in QuickBooks Online.

I'm willing to hear you out if you have more concerns regarding managing sales reps in QBO. I'll be here to help you in any way I can. Have a good one!

Hi there,

I have a question. Sorry I am waiting for the migration to be done, so I am not working on the new QB Online yet. But with QB desktop the sales rep field was on the Customer information page, under additional info. Is that field not there anymore? And as per your answer would the rep have to insert his name every time he does an invoices.  It is not populated when he is doing invoices for one of his customers?

Hi there, Leoni IEC.

That's correct; when you create an invoice in QuickBooks Online, the Sales Rep field isn't automatically filled in based on the customer's information. 

When creating the transaction, you'll need to manually enter their name by creating a Custom field for it, as my colleague @Kevin_C above. This provides flexibility in the case different sales representatives handle transactions for the same customer. For more details about creating invoices in QuickBooks Online, see this link: Create invoices in QuickBooks Online.

Also, keep in mind that the specific features and functionalities of QuickBooks Desktop and QuickBooks Online may differ and the online version is much simpler and more user-friendly. Here's an article that will also help you get familiar with some of the key features of QuickBooks Online: Get started with QuickBooks Online.

If you have any additional questions about invoices in QuickBooks Online, I'll be here to assist you. Have a great day!