Other Questions

Thank you for contacting us today, GeorgeMacD.

You can allocate the sales person by adding a custom field on the sales form. Just make sure to enable to custom field and make it appear on the form.

Here's how: 

1. Go to Settings ⚙, then select Custom fields.
2. Select Add field.
3. Enter a name in the Name field.
4. Select the All Sales forms checkbox.
5. If you want the custom field to appear on printed and delivered forms, turn on the Print on form switch. Otherwise, it will only be visible in QuickBooks.
6. Click Save.

Since you have a CSV file, you also add custom fields to your template. QuickBooks helps you map fields to ensure they matches when you import the file.

You can download the entire QuickBooks Online EZ Map Fields Catalogue. If you have a custom design in .docx format (MS Word 2010+) ready, you can map it with EZ Map fields. To start fresh, use our samples.

I'm also adding these articles as your guide in tracking sales person on the sales form.

• How to add custom fields to sales forms and purchase orders
• Import custom form styles for invoices or estimates.

Let me know if there's anything else I can help you with today by commenting below. I'm always around to provide the information that you need in allocating the sales person.