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Buy nowHello, ksmall24.
You can be assigned a sales rep to a class and use the location feature to track the sales from another territory if you use the product and services set up suggested by my colleague above. To invoice using this method, please see the image below.
In response to your second query, the answer is no regarding defaulting to the assigned class. Any transaction must have the class and location manually assigned. Check out the following articles below to set up class and location tracking in QuickBooks Online:
Once everything is recorded, you can run the Sales by Customer Detail report to track their sales and ensure Location and Class are selected from the Rows/Columns section to add it to your reports column.
Check out this resource for more details on customizing your reports: Customize reports in QuickBooks Online.
Please let us know if you have further questions or concerns. We're always here to help you.