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Salesperson Creation in QuickBooks Online Companies
Companies integrated with QuickBooks Online can now create salespersons directly within Acctivate.
Previously, Acctivate synced the employee list from QuickBooks Online and used it as the salesperson list. However, salesperson roles and their relationships with your business can be more complex. For example, your sales team might include inside sales, outside sales, or even referral services.
With Acctivate version 14 SP1, you can now create the salesperson list by navigating to the Salesperson section of the Configuration Manager and manually enter a Salesperson ID and Name.
Salespersons in Acctivate vs QuickBooks Online
Acctivate includes features and functionality designed to extend and complement QuickBooks Online.
While QuickBooks Online supports custom fields to track salespersons on invoices, Acctivate provides a more robust and integrated experience, giving you greater control over how you track and report sales by salesperson.
Acctivate’s salesperson features include:
- Assigning salespersons to users and controlling access based on the assigned salesperson
- Assigning salespersons to customers and invoices
- Mapping income and COGS accounts by salesperson
- Mapping QuickBooks Classes to salespersons
- Generating various salesperson-oriented reports
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