How to Create a New Sales Rep

QuickBooks Online doesn’t have a dedicated “sales rep” field, but you can track sales by person using the Location tracking feature. This feature is available in QuickBooks Online Plus and Advanced.

Turn on Location tracking

1. Select the Gear icon, then Account and settings.
2. Select the Advanced tab.
3. Select the Categories section.
4. Select the Track locations checkbox to turn it on.
5. Select Save, then Done.

Add your sales reps

Once the feature is on, add your salespeople as locations:

1. Select the Gear icon, then All Lists.
2. Select Locations.
3. Select New.
4. Enter the sales rep’s name in the Name field.
5. Select Save.
6. Repeat for each sales rep.

Use sales reps on transactions

When you create an invoice or sales receipt, you can assign the sales rep:

1. Select + New and create the transaction (e.g., Invoice).
2. In the Location field, select the sales rep’s name from the dropdown.

Run reports

To see performance by sales rep, run reports like the Profit and Loss by Location:

1. Go to Reports and search for Profit and Loss by Location.
2. You can also filter other reports by location to see specific sales rep data.