I am setting up independent sales reps. If I initially made a mistake or if an area changes and a rep is no longer assigned to any customers, how do I delete the rep?
When I look at the Employee list or Vendor list, highlight the name, click Edit, click Delete, I keep getting the message, "This name is in use by a Sales Rep and cannot be deleted. Please refer to the Sales Rep list for more details." The thing is, I cannot find the Sales Rep list anywhere. How do I remove someone from the Sales Rep list?
I see them listed when I export the Sales Rep list with my .iif file, but deleting them there will not delete them from QuickBooks.
Solved! Go to Solution.
I am frustrated by a similar situation .... one of my reps was assigned to accounts by a former employee that are house accounts and when I changed it to house account it still defaults to the sales rep when running reports. I have tried making him inactive so I can start fresh and assign him to accounts that are rightfully his but it still shows up in the report as if the house sales are his. It is a HUGE job every month to manually go through all the sales and weed out the house account ones that were assigned to him.
I want to permanently delete sales reps. Even though I've made some "inactive" MANY times - they keep reappearing.
How do I at least make them permanently inactive?
Thanks for joining this conversation, @MetalDepot.
Inactivating sales rep should stop them from showing in QuickBooks Desktop (QBDT). Since they keep on reappearing, let's run the QuickBooks built-in diagnostic and repair tools called rebuild and verify data utilities. These tools will repair and notify you of any possible data damage within the file.
If QB detected no problem with your data, hit OK and double-check if the date is already correct. However, if it finds an issue, you will be prompted to Rebuild Now or View Errors. Choose Close, then perform the steps below. Here's how:
For additional information about the process, consider checking out this article: Resolve data damage on your company file.
Please leave a comment below if you have any other issues or concerns. I'm more than willing to help. Have a great weekend!