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Intuit

Add a Sales Rep in QuickBooks Desktop for Mac

Learn how to add, edit, and track sales reps in QuickBooks Desktop for Mac.

If you have an employee or vendor that’s a sales representative, you can add their info to the Sales Rep List in QuickBooks. Then, you can assign different sales reps on sales forms so you can track their income. Here’s how to manage your sales reps.

Add a sales rep

  1. From the Lists menu, select Customer & Vendor Profile. Then, select Sales Reps.
  2. Select the + icon. The New Sales Rep window appears.
  3. Select the vendor or employee from the Sales Rep Name ▼ dropdown menu.
  4. When you’re done, select OK. Or select Next to add another sales rep.

Note: If the sales rep is not in your vendor, employee, or other names list, you're prompted to add it. Select Set Up to add the sales rep with detailed info or Quick Add to add the name only.

Edit a sales rep

  1. From the Lists menu, select Customer & Vendor Profile. Then, select Sales Reps.
  2. Double-click on the sales rep to open the Edit Sales Rep window.
  3. Edit the sales rep, then select OK.

To mark a sales rep as inactive, select the Inactive checkbox. Then, clear the Include Inactive checkbox to hide them from the list.

View report

To view a sales rep report, go to the Reports menu and select Sales. Then, select Sales by Rep Summary for a summary report or Sales by Rep Detail for a detailed report.

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