If you choose to assign your reps to transactions using the 'Location' field in QuickBooks Online, follow these steps: 

Please note: By default, Crik-IT attributes all sales for a customer to the rep assigned to that customer. If you need to have sales attributed to a rep who isn't the rep associated with the customer, you can enable rep tracking on transactions. 

Step 1: Enable 'Territories' on Transactions

If this is already enabled, skip to step 2. 

To enable the Territories, click on the Gear icon at the top of your QuickBooks account and click on 'Account and Settings'. 

Then, go to 'Advanced' and turn on 'Territories' under the Categories section. Then, choose the option 'Location' and click on 'Save'. 

Step 2: Create Your 'Territories' Values

Click on the Gear icon at the top of your QuickBooks account and click on 'All lists'. 

Then, select 'Territories'. 

Then click 'New', add your new 'Territory' value and click on 'Save. 

Step 3: Then, Assign a Rep as a 'Location' on an Invoice

On the invoice, select your rep as the 'Location' and save your changes. 

Your rep will then be associated with this transaction. 

As always, do not hesitate to contact us (support@crik-it.com) with any questions or issues, or click here to schedule a call!