cancel
Showing results for 
Search instead for 
Did you mean: 
Erss
Level 5

Edit Additional Info > Rep Name

Hi, in customer information, under the Additional Info tab > then the drop down for the Rep names.  Where do we go to edit the Rep names?  Thank you!

Solved
Best answer January 06, 2025

Best Answers
BigRedConsulting
Community Champion

Edit Additional Info > Rep Name

To create, edit, or delete (unused) reps: 

Start on the QB menu at Lists | Customer & Vendor Profile Lists | Sales Rep List to open the list.

Or, click in the Rep field on an invoice or customer record and click Ctrl-L to open the list.

View solution in original post

2 Comments 2
BigRedConsulting
Community Champion

Edit Additional Info > Rep Name

To create, edit, or delete (unused) reps: 

Start on the QB menu at Lists | Customer & Vendor Profile Lists | Sales Rep List to open the list.

Or, click in the Rep field on an invoice or customer record and click Ctrl-L to open the list.

Erss
Level 5

Edit Additional Info > Rep Name

Thanks!

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.

Need to get in touch?

Contact us
Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up