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Replying to:
QueenC
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We appreciate you for reaching out to the Community, @ksmall24!

 

You can use class tracking to associate a product and properly track the sales made by each sales representative.

 

Let me guide you in turning on your class tracking:

  1. Go to the Gear icon, choose Accounts and Settings.
  2. Click on Advanced.
  3. Select Categories, then tick on Track Classes.
  4. In the Assign Classes dropdown, choose between One to entire transaction and One to each row in transaction
  5. Don't forget to click on Save.

After turning on your classes, you can now create classes that can be associated to your products and services. 

 

Here's how:

  1. Go to Settings, then select All Lists.
  2. Select Classes.
  3. Click On New. Then give the class a name.
  4. Select Save.

 

To associate the classes to your products and services,

  1. Go to Sales, then Products and Services.
  2. Choose a product and click on Edit beside the dropdown button.
  3. Assign the product to a class you want to associate it with.
  4. Save.

You can now properly track your products and services to a specific sales representative.

 

If you need help in deleting and restoring a class, you can check this article: Create and manage classes in QuickBooks Online

 

Please let me know if you have any other questions about tracking your classes. Take care always!

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