How do I track the sales income by the salesperson (sales rep) in QuickBooks Online?
I subscribe to a QuickBooks Online account, print a QuickBooks Trial Balance from my QuickBooks Desktop account, and start migrating my account to QBO.
I click on the +New button, select the Invoice feature, and try entering my first invoice in QuickBooks Online. Aha, where is the salesperson field? I couldn’t find it. QuickBooks Desktop has a salesperson field by default; it isn’t in QBO. I click the Gear icon in the top right corner of the program and go to the Account and Settings page, browsing from Company through the Advanced tab—none. I could see enabling products and services, progress invoicing, account numbers, projects, and multiple currencies, but there is nothing about the salesperson. Strange.
I click the Gear icon again and browse to the All Lists page. I see a chart of accounts, locations, classes, and tags, but there is no sign of a salesperson field. Where could the salesperson field be?
Besides, when I search for ‘sales’ in the reports navigator, there are sales by the customer, by product and services, by location, and by class, but still no salesperson. How do I create one to analyse my revenue by salesperson?
How do I add a salesperson field to QuickBooks Online?
QuickBooks Online does not have a salesperson field by default; however, you can create one using the custom field. Click the Gear icon and select the custom fields option. Then, click the Add field button to add.
We will add a salesperson, so first, change the field name to ‘Salesperson’ (or SalesRep, if you prefer). The salesperson is for tracking revenue; in this case, we tick the All Sales Forms checkbox. The added field will show in the Sales Receipt, Estimate, Invoice, Credit Note, and Refund Receipt forms. Next, switch on the Print On Form switches next to the All Sales Form checkbox to allow us to print the new field on the form (physical print or PDF). Save it, and the salesperson field is now ready to use.
To analyse the sales income of the salesperson, we can modify it from the Sales by Customer Detail report. First, we print a Sales by Customer Detail report on the screen, click the customise button, add the ‘Salesperson’ field and drag it to your preferred position.
Then, change the Group By from the customer to the salesperson and click Run Report to refresh it. Lastly, change the report title to ‘Sales by the Salesperson’ and save your report for future use.
That’s it. You have your salesperson field in transactions and reports to analyse your income, like in QuickBooks Desktop, like the QuickBooks you used to know.