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February 8, 2019
Solved

Auto populate Rep field on invoice

  • February 8, 2019
  • 1 reply
  • 12 views

How do I make the rep field on an invoice auto populate rather be a dropdown menu that must be manually chosen? The rep is stored in the customer's additional info (where it is chosen from a dropdown menu) 

Best answer by KhimG

Thanks for bringing this matter to our attention, @ckennedy1.


I want to make sure the Rep field auto-populates when creating invoices in QuickBooks Desktop.


It should auto-populate on the invoices if you have set up a Rep on your customer’s profile. 

 

Here's what happens when creating an invoice:

  • The Rep field auto-populates after selecting a customer. 
  • If you toggle from one customer to another. 
  • When an invoice opens with a customer already selected, click anywhere on the screen for the Rep to auto-populate.

If you continue to get the same result, try performing some basic troubleshooting to fix the problem.

 

You can start by running the Verify and Rebuild Data Utility tool. This will resolve any data damage to your company file.

 

Here’s how:
Rebuild Data:
1.    Go to the File menu.
2.    Choose Utilities, then select Rebuild Data.
3.    Select OK on the QuickBooks Information window.
4.    Follow the prompt to save a backup.
5.    When you see Rebuild has completed, click OK.


Verify Data:
1.    Go to the File menu.
2.    Choose Utilities, then select Verify Data.
3.    If you see QuickBooks detected no problem with your data, click OK. You can continue using the company file.
4.    If Verify finds an issue with your data, you’ll be prompted to Rebuild Now or View Errors.
5.    Select Close.


For more information about resolving data damage in a company file, take a look at this article: https://quickbooks.intuit.com/community/Reports-and-accounting/Resolve-data-damage-on-your-company-file/m-p/201602.


That should do it. Give this a try and let me know how it goes. If you need further assistance working with QuickBooks, please leave a comment below. I'm always here to help. Wishing you the best!


 

1 reply

KhimGAnswer
Level 7
February 8, 2019

Thanks for bringing this matter to our attention, @ckennedy1.


I want to make sure the Rep field auto-populates when creating invoices in QuickBooks Desktop.


It should auto-populate on the invoices if you have set up a Rep on your customer’s profile. 

 

Here's what happens when creating an invoice:

  • The Rep field auto-populates after selecting a customer. 
  • If you toggle from one customer to another. 
  • When an invoice opens with a customer already selected, click anywhere on the screen for the Rep to auto-populate.

If you continue to get the same result, try performing some basic troubleshooting to fix the problem.

 

You can start by running the Verify and Rebuild Data Utility tool. This will resolve any data damage to your company file.

 

Here’s how:
Rebuild Data:
1.    Go to the File menu.
2.    Choose Utilities, then select Rebuild Data.
3.    Select OK on the QuickBooks Information window.
4.    Follow the prompt to save a backup.
5.    When you see Rebuild has completed, click OK.


Verify Data:
1.    Go to the File menu.
2.    Choose Utilities, then select Verify Data.
3.    If you see QuickBooks detected no problem with your data, click OK. You can continue using the company file.
4.    If Verify finds an issue with your data, you’ll be prompted to Rebuild Now or View Errors.
5.    Select Close.


For more information about resolving data damage in a company file, take a look at this article: https://quickbooks.intuit.com/community/Reports-and-accounting/Resolve-data-damage-on-your-company-file/m-p/201602.


That should do it. Give this a try and let me know how it goes. If you need further assistance working with QuickBooks, please leave a comment below. I'm always here to help. Wishing you the best!


 

ckennedy1Author
February 8, 2019

That worked! Thanks

Level 7
February 8, 2019

I'm glad I was able to help, @ckennedy1.

 

You're always welcome to come by the Community if you need assistance working with QuickBooks. I'll be here to help. Take care and have a great day!