1. Home
  2. QuickBooks Discussions
  3. Adding Classes

Adding Classes

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

Reply to
Emily
Loading thread data ...

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.

formatting link
Specializing in Quickbooks Helper Applications

Reply to
Larry Stinson

BeanSmart website is not affiliated with any of the manufacturers or service providers discussed here. All logos and trade names are the property of their respective owners.