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Level 1

How do I delete a sales rep who is not in use?

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
Best answer 12-10-2018

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Level 8

How do I delete a sales rep who is not in use?

Lists>customer & vendor profile>sales reps.

View solution in original post

10 Comments
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Level 8

How do I delete a sales rep who is not in use?

Lists>customer & vendor profile>sales reps.

View solution in original post

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Level 1

How do I delete a sales rep who is not in use?

Thank you so much!  I looked high and low but somehow managed to overlook the profile section every time.
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Level 1

How do I delete a sales rep who is not in use?

If it is used, you wont be able to delete it, however you can make it inactive.

Highlighted
Level 1

How do I delete a sales rep who is not in use?

I've made them inactive but I continue to see inactive names on my PO sales rep drop down.  How do I fix it?
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Level 1

How do I delete a sales rep who is not in use?

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.

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Level 1

How do I delete a sales rep who is not in use?

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?

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Moderator

How do I delete a sales rep who is not in use?

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.

 

Here's how:

 

  1. Go to File menu at the top to get to the Utilities and Rebuild Data.
  2. Choose OK. Follow the prompts to save a backup.
  3. Click OK once completed.
  4. Now, go back to File, then Utilities, and select Verify Data this time.

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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:

 

  1. Locate and check the QBWin.log or QuickBooks.log files.
  2. Scroll to the bottom for the most recent Verify information.
  3. Find the line that contains the LVL_ERROR, then check Top data damage errors in QuickBooks Desktop.

 

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!

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Level 2

How do I delete a sales rep who is not in use?

I am trying to make a sales rep inactive because I have no idea how it became a Sales Rep to begin with. He only appears in three invoices dating back to 2011. However, it is making QB crash constantly. I did the Verify Data as you say and then ran the Rebuild (three times) and I still get an error saying that the Sales Rep is duplicated. I am attaching a screenshot of the log. When I try to make him inactive, QB crashes. I'm on QB for Mac 2020.

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QuickBooks Team

How do I delete a sales rep who is not in use?

I appreciate the screenshot and complete details you've shared, @beta-brain.

 

Let's first make sure that your QuickBooks software is updated to the latest version. Recurring errors and QuickBooks crashing can also be resolved once the software is updated.

 

Here's how:

  1. From the QuickBooks▼ drop-down menu, select Check for QuickBooks Updates.
  2. If a newer version is available, select Install Update.
  3. When prompted, select Install and Relaunch.
  4. When the update is complete, QuickBooks for Mac automatically opens.

Once completed, restart your device to ensure that all QuickBooks components are updated. You can now try making the duplicate sales rep inactive. Here are some of the articles that you can use as references:

If the issue persists, I'd recommend contacting our Technical Support Team. This way we can an agent can look up your account securely. Also, they can further check the root cause of your concern.

  1. Go to this link: https://help.quickbooks.intuit.com/en_US/contact.
  2. Select QuickBooks Mac Desktop.
  3. Select the Company File option, then select a sub-topic.
  4. Scroll down a little bit and click Start a Message

Keep me posted on how your call goes. I'm always here to help if you have other questions about resolving unexpected behaviors in QuickBooks. I'm always here to help.

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Level 2

How do I delete a sales rep who is not in use?

Thanks for your prompt response. 

Our QuickBooks is updated to the latest version 19.0.4.

As I mentioned, we did the Verify and the Rebuild three times and it still gives the error of duplicate Sales Rep. I will try contacting Support. Thanks.

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