We appreciate you reaching out here today, JJoy. I've come to ensure you'll get the assistance you need when setting up and paying affiliates to promote your products.
With QuickBooks Online, it's a great way to build deeper relationships with your customers and attract new ones from the products you're selling. Since you're promoting products on your website with Shopify, it is best to reach out to them to ensure timely assistance on how to set up marketing partners affiliated with Shopify.
Then, you'll need to set up Sale Reps from QuickBooks to record and account for the income they've generated. To do this, let's ensure you've enabled the Class tracking feature from your company's settings. Here's how:
- Click the Gear icon.
- Select Account and Settings.
- Go to the Advanced tab.
- Click the Pencil icon in the Categories section.
- Turn on Track classes.
- Select how you want to assign the class. Either One to the entire transaction or One to each row in a transaction.
- Click Save, then Done.
Once enabled, you can create sales reps as a class and assign them to your customer's invoices. To do this:
- Go to the Gear icon and click All Lists.
- Select Classes and click New. Then, enter the sales rep's name and click Save.
Moreover, you'll have to set up vendor profiles for each sales rep that works for you to keep track of and pay them. Here's how to create their vendor profiles:
- In your QBO account, go to Expenses from the left menu and select Vendors.
- Select New vendor.
- Complete the fields in the Vendor Information window.
- Then, click Save.
For future reference, if you plan to pay for the expense in the future, you can record bills to pay your vendors.
We're always available in this thread if you have additional questions when managing your affiliates. Just let us know in the comments below. Keep safe and have a good one!
