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This is Jason from the QuickBooks team. You can use enhanced custom fields in QuickBooks Online Advanced to track anything you want, such as the sales rep responsible for a sale, customer number, or the beginning and ending dates of work on a job. You can set up custom fields for customer and vendor records as well as on transactions. As an example, well go over setting up sales reps, and then show you how to run a report to find the total sales for each sales rep. To start, select Settings and then Custom FIelds and finally Add field. First, enter a label for the new field. Just call it whatever youre trying to track. Then choose the kind of information it is. If you want to track something like sales reps, you could choose Text, but youd need to type the sales reps name every time you record a sale. So instead, you can set up a new drop down list with all of your sales reps names. If this is something you want to assign to your customers or vendors that isnt already in QuickB
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