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Add a sales rep

What is a sales rep?

To do this task

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

  2. Click the Sales Rep button and then click New.

  3. In the Sales Rep Name field, enter the sales rep's name.

  4. Click OK (or click Next if you're planning to add several sales reps).

  5. If the sales rep is not already entered on your vendor, employee, or other names list, you're prompted to add it. Choose one of the following methods:

    • Click Quick Add and select a list name. QuickBooks adds the sales rep to the selected list without any detailed information.

    • Click Set Up, select a list name, and then click OK.

      QuickBooks opens another window where you can enter information about the sales rep, such as the sales rep's phone number, fax number, and address. When you're finished, click OK.

  6. When you're finished adding sales reps, click OK in the New Sales Rep window.

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