How do I allocate a customer to a sales rep so I can produce reports per rep?

Greetings! We are thrilled to have you join our Community space and appreciate your visit to our forum. We appreciate your query regarding assigning a sales rep to a customer when creating transactions can save you much of your time. It's our pleasure to provide the information you need.

In QuickBooks Online (QBO), we cannot directly assign a sales rep to a customer profile. Alternatively, you can use the Custom Fields feature to create and track your sales rep and add it to the customer transaction. Just ensure that you enable the custom field and set it to appear on the form. Let me guide you through the steps.

1. Go to Settings ⚙ and select Custom fields.
2. Tap the Add field.
3. Note: If this is your first time creating a custom field, select Add custom field.
4. Enter Sales Rep in the Name field.
5. Select the All Sales forms or Purchase Order checkbox.
6. (Optional) To show the custom field on printed and delivered forms, turn on Print on the form. Otherwise, it will only appear in QuickBooks Online.
7. Click Save.

Once done, you can now add the sales rep to your transactions. For complete details, you can check this for guidance: Add custom fields to sales forms and purchase orders in QuickBooks Online.

After that, you can customize the Sales by Customer Detail Report by adding the Sales Rep column to show the data regarding the sales rep that you want to be part of the report.

Here's how:

1. Go to the Reports menu and click 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. Tick on the Customise button, then select the Change columns link.
4. Place a checkmark next to Sales Rep.
5. Choose Run report

Once done, you can now add the sales rep to your transactions. For complete details, you can check this for guidance: Add custom fields to sales forms and purchase orders in QuickBooks Online.

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.

I've added some resources with more insights that will guide you in personalizing sales forms and running reports in QuickBooks:

• Customise invoices, quotes, and sales receipts in QuickBooks Online
• Run reports by class

Feel free to reach us anytime if you have more concerns regarding managing sales reps in QBO. We're always here to assist you and ensure your business runs smoothly. Have a great day!