How can we assign an associate to a closed receipt ? my employees need to be able to see who they help for commissions

Answer

Welcome and thank you for posting here on the Community page, accounts.

I'm here to help provide information about assigning an associate to a sale in Point of Sale (POS).

When recording a sale in POS, you have the option to add an associate by clicking on Cashier/Associate at the left pane. However, we don't have the option to assign an associate to the closed receipt. If you wish to, you can reverse the closed receipt and create a new sale with an associate added.

To reverse the closed receipt:

  1. Go to the Sales History.
  2. Look for the receipt and click on Reverse.
  3. Select OK.

Once completed, record  the sale (closed receipt information) and assign an associate:

  1. On the QuickBooks homepage, click on Make a Sale.
  2. Fill in the necessary information on the receipt page.
  3. Click on Cashier/Associate.
  4. Add/assign an associate by selecting a cashier/associate under the Enter Cashier/Associate pop-up.
  5. Click OK.

After following the steps provided, you should now be able to assign an associate to your receipt.

You may also check this article for your future reference about processing payments in QuickBooks Desktop Point of Sale: https://community.intuit.com/articles/1765783.

Let me know if you have further questions about the steps provided, I'll always be here to help. Wishing you the best!

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IntuitAngelyn , Community Support Specialist
Employee SuperUser

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