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.
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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.