We have 2 directors each with their own customers. We want to track sales, customers per director. How can I set this up? Thank you. Petro

Thanks for reaching out to the Community, @PDW.

You can set up the directors as a class using the QuickBooks Online (QBO) feature called Class Tracking. This will make it easier for you to track sales for each of them since you can just assign a class to each transaction (invoice or sales receipt).

Here's how to turn on the feature:

1. In QBO, go to the Gear icon at the top right to get to the Account and Settings.
2. Select Advanced, then tick Pencil (Edit) icon in the Categories section.
3. Choose Track classes then pick Warn me when a transaction isn’t assigned a class. 
4. Select the Assign classes dropdown, then pick One to entire transaction or One to each row in transaction.
5. Hit Save and Done.

To learn more about the process, consider checking out this article: Turn on class tracking in QuickBooks Online.

Please leave a comment below if you have any other questions or concerns. I'll be here to help. Have a good one!

@PDW 

If you wish to compare sales performance between your directors, consider having a CRM app to integrate with your QBO.