A sales rep must be on the Employee, Vendor, or Other Names lists. You can
specify the list from this window when you enter the sales rep name.
Sales Rep Name
Click the vendor, employee, or other name from the drop-down list, or enter
a new name.
If you enter a new name, you are prompted to add it to one of these three
Sales Rep Initials
This field is filled in automatically when you enter the sales rep's
If the initials are already in use for another sales rep, you are prompted
to enter different initials.
Edit Name button
Click to edit the detailed information about the sales rep.
Sales Rep is inactive
When you click this checkbox, QuickBooks keeps the information associated
with the sales rep, but hides it from any drop-down lists.
You can reset the sales rep to active
at any time.
Sales Rep Type
After you enter a sales rep name, the Sales Rep Type field shows the list
with which the sales rep is associated: customer, vendor, or other names.
What is a sales rep?