The good thing about using QuickBooks is that it allows you to assign a sales rep using classes. Don't worry, I'll show you how to set up classes if you haven't already.
Class tracking allows you to get specific insights you need to plan ahead. You can use classes to track your transactions by departments, product lines, or any other meaningful segments in your business. So when it’s time to run reports, you have a clear picture of each segment’s financial health. Here are the steps which show you how to set this up.
To turn on:
Here's how to set up classes:
To add class tracking to payroll:
To learn more about class tracking, here's a recommended article: Get started with class tracking in QuickBooks Online.
When running customer reports you'd have to filter them by Classes. Here's an article which shows you how to filter reports by Class: Filter, sort or total reports by Class.
In case you have other questions, feel free to contact our support team using this link here.
Hi JamesM ~
That's great information, but is there a way to automatically assign a sales rep to any client, or does each separate transaction have to individually be attributed to a sales rep or an employee? I am running into trouble because transactions do not always come in through the rep, so we have to manually check each time whether a client belongs to a particular sales rep. This means that due to human error sales are sometimes not attributed properly, and sales reps lose commissions. Looking to eliminate this. Any suggestions?
Hi akhsas. Currently, there isn’t an option to automatically assign a Sales Rep to a customer. You’d have to enter the information manually when you create an invoice. Let me know if you need help with that. I know how beneficial this feature would be to you and your. I encourage you to send feedback about this to our engineers. You can do this by clicking the Gear icon and looking for Feedback. New product improvements are hugely based on the great feedback we get from users like you.
Let me know if you have questions.