IrizA
QuickBooks Team
QuickBooks Team
‎June 18, 2024 07:33 AM

Manage Your Account

I can show you how to add a sales rep to your QuickBooks account, hennie1541.

 

Before adding a new sales rep or class to your QBO company file, ensure to activate the Class tracking feature. Doing so lets you create a class, which allows you to track and categorize transactions.

 

After adding a class, you can include these when you create a transaction.

 

Here's how:

 

Step 1: Turn on the Class tracking feature

 

  1. Go to the Gear icon at the upper right corner, which you can see, and choose Account and Settings.
  2. Click the Advanced tab.
  3. Find the Categories section, then press the Pencil icon.
  4. Turn on the Track classes by clicking the Toggle button.
  5. From the Assign classes dropdown, select one of the following options: One to each row in a transaction or One to the entire transaction.
  6. Once done, press Save. Then click Done.

 

Step 2: Create a Sales Rep

 

  1. Go to the Gear icon at the upper right corner, which you can see, and choose Account and Settings.
  2. Under the Lists column, click the All Lists option.
  3. Find and select Classes.
  4. Click New, then fill out the Name field. You can tick the Is Subclass checkbox if it's a subclass.
  5. Once done, press Save.

 

Step 3: Create a transaction and add the class

 

  1. Go to the +New button, then choose a transaction.
  2. Fill out the necessary fields within your transaction, such as the Product or Service section.
  3. Select the class created within the Class dropdown.
  4. Once done, press Save.

 

I'll also leave these articles to know what reports you can pull up, then personalize them to display the Class column:

 

 

Feel free to let me know whenever you need anything else aside from adding a vendor. I'll be glad to help.

Reply