Adding Classes

Mar 30, 2005 1 Replies

I am using QB 2005 and started out not using classes. Now I would like to go back in while it is still early and assign a class to each employee so I can use it to track how much business they are bringing in. The problem is this: If I assign a class to an invoice when I first prepare the invoice, then the reports will sort those by class. But when I go back to fix some of the old invoices, or if someone forgets to put in the class, then I can't seem to go back and change the class on the invoice. I can change amounts, items, or just about anything else about the invoice, but not the class. Anybody have any idea what I am doing wrong?



Thank you. Emily



Why not use the feature already built into Quickbooks that tracks sales by employee? It's Sales Reps. Take a look in the Help file under "Sales Reps". Include this in your invoice template, and assign the corresponding rep to each invoice. There is even a built-in report, Sales by Rep that shows you who sold what!

And when you get to the point where you want to pay each employee commissions on his sales, come take a look at our Commission Calculator.

Larry Stinson Stinson Solutions Inc.

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Specializing in Quickbooks Helper Applications

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