Thanks for the response. I understand how to see the customer details. What I am trying to do is assign an Account Manager to each customer, so that I can pull reports by Account manager to see their specific customers and revenue associated. Does that make sense?
I actually would recommend looking into CRM apps that integrate with QuickBooks so you can measure a variety of performance metrics. Going this route is especially useful if, later on, you decide you want to start tracking more data.
Insightly and Aero Workflow come to mind, but there are a ton of excellent programs out there. Pick the one can track the data you need and has an accessible user interface so your team can work together efficiently.