HOW TO ASSIGN A SALES REP TO A CUSTOMER?

Let me help you with assigning a sales rep, Support64.

What's good in QuickBooks Online is you can assign a sales rep through the Class tracking feature. It helps you with getting insights into your sales or profitability for each segment of your business. 

First, let's turn on the feature. Here's how:

1. Click the Gear icon.
2. Select Account and settings.
3. Go to the Advanced tab.
4. Click the Pencil icon in the Categories section.
5. Turn on Track classes.
6. Select how you want to assign the class. It's either One to entire transaction or One to each row in transaction.
7. Click Save, then Done. 

Next, you can create a sales rep or class. Here's how:

1. Click the Gear icon, then go to All lists.
2. Select Classes.
3. Click New, then enter the sales rep's name.
4. Click Save. 

Then, when you create a sales transaction, like an Invoice or Sales receipt, you can add the class or sales rep. 

Also, when running a customer report, you can filter them to class or sales rep.

Let me share this article for future reference: Get started with class tracking in QuickBooks Online.

Feel free to reach out to us if you have additional questions. We're just one comment away. Take care!

I cant seem to track income by sales rep unless I assign a rep to every invoice.  QB lets me assign a rep to a customer and to a customer job, but income from those jobs will not show up unless I add rep to every invoice.  Is there a way to see income by rep from every job or customer owned by that rep?