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Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

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AlcaeusF
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Hi C in FL,

 

Thank you for posting here regarding the feature you need in the Online version. Allow me to chime in and share additional information about tracking sales reps in QuickBooks Online.

 

Aside from Locations, you can also use custom fields to include custom data in your transactions. However, you can only create up to three custom fields on sales forms if you have QuickBooks Online Plus and Essentials. Check out this article for more information about this feature: Add custom fields to sales forms and purchase orders in QuickBooks Online.

 

Additionally, QuickBooks provides tools to create personalized and professional-looking invoices, estimates, and sales receipts. For additional guidance in managing sales forms, check out this link: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Please keep us posted anytime here in the Community space. We'll be sure to get back to you if you have more questions or concerns about the features in QBO. Take care.

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