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Edward101
Level 1

How to Remove Sales Reps from Quickbooks

How do I remove old sales reps from my sales order form drop down list?

I'm using  Quickbooks Enterprise 2022 Desktop Version.

 

Thank you in advance for your help.

 

4 Comments 4
IrizA
QuickBooks Team

How to Remove Sales Reps from Quickbooks

Hey there, Edward101. I'm here to provide some steps for removing your old sales reps from your QuickBooks Desktop (QBDT). 

 

You can delete your old sales reps within the List menu. Please know that as you delete this, it will no longer show in your company file. 

 

Here's how:

 

  1. Go to the List menu and press the Customer and Vendor Profile Lists dropdown. 
  2. Choose the Sales Rep List option. 
  3. Click the name that you want to delete. 
  4. Press the Sales Rep dropdown. 
  5. Select the Delete Sales Rep or Ctrl + D. 

 

You can also visit this page for more info about handling customer transactions: Sales and customers

 

Feel free to ask us anytime you have questions regarding Sales Reps. We're always here if you need our assistance.  

BigRedConsulting
Community Champion

How to Remove Sales Reps from Quickbooks

If you've used the Reps, then you can't delete them. However, you can make them inactive, which will make them disappear from your sales orders.

 

Do this on the Sales Rep List  by right-clicking the old reps and picking Make Sales Rep Inactive.

ThisCOsucks1
Level 1

How to Remove Sales Reps from Quickbooks

How do you remove the Sales Rep column, NOT THE REP! WHhy is it there at all?

RheaMaeH
QuickBooks Team

How to Remove Sales Reps from Quickbooks

Hello there, ThisCOsucks1. I'm here to assist you in removing the Sales Rep column from your QuickBooks Desktop. 

 

First off, if you want to remove the Sales rep column from your transaction, you can follow the steps below:

 

  1. Go to the Customers menu and select Customer Center.
  2. Under Transaction, choose Invoices, 
  3. Click the Customize Data Layout button.
  4. In the Header section, look for Rep on the list and uncheck the Screen and Print boxes to remove it.
  5. Once done, click OK.

 

However, if you want to remove the Sales rep column from your report, you can customize it by following these steps:

 

  1. Go to the Reports menu.
  2. Choose Sales and then select Sales by Rep Details.
  3. Click Customize Report.
  4. In the Display tab, uncheck the Rep option from the Column list.
  5. Click OK.

 

To ensure a more accurate solution, can you provide a screenshot for better reference?

 

In addition, you can check out this article to learn how to fix common template issues in QuickBooks Desktop: Fix common issues when you use and customize templates.

 

Please let me know if you need further assistance removing the Sales rep column in your QuickBooks Desktop. I'm always available for help. 

 

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