Is it possible to build a report to show unpaid invoice by a Sales Rep? Since QBO still does not have a true Sales Rep feature, any thoughts if the Class tracking will work in QBO.
You’re right! They still don’t have a true Sales Rep feature in QBO. There should be Sales Rep list and be able to assign at the Customer level. Currently, there is no way to run Unpaid Invoices report (A/R reports) sorted by Class either. Interestingly enough, you can run the reports (A/R Aging Summary, Detail, and Open Invoices) by Location. But I doubt that’s the purpose of the Location tracking.
You can send them your feature requests and add your voice here.