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Use the Sales Rep list

How do I display this list?

Go to the Lists menu, choose Customer & Vendor Profile Lists, and then click Sales Rep List.

What to store in this list

Use the Sales Rep list to hold information about your sales representatives. Each name shown in this window also appears on your vendor, employee, or other names list.

What is a sales rep?

Your business may need to track the income that is associated with people who have a relationship with your business. These people may or may not be employees. For example, you might track income from a partner in a law firm or a 1099 vendor who is an independent contractor.

QuickBooks has a Sales Rep List that allows you to specify employees, vendors, or "other names" as sales reps. Each sales rep is assigned initials. The names and initials appear on the Rep drop-down list on sales forms, allowing you to associate specific sales reps with specific sales so you can track their income.

See also

Manage your sales representatives

Click Sales Rep at the bottom of the list to add, edit, or delete sales representatives. You can make a sales representative inactive, print the list, and more.

To view reports related to this list, click Reports at the bottom of the list.

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QYPPRDQBKSWS09 9102 Pro 2013 956587