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Re: Two Sales Rep Lists

Hi there, ginahicks.

 

Let me provide a few details about the sales rep list in QuickBooks Desktop. 

 

It could be that a sales rep you've added is associated with your vendor. That's why it appears on the purchase order. When creating a sales rep in QuickBooks, you have to specify them as either an employee or vendor. 

 

So you're aware, the list will only appear on sales forms, allowing you to associate specific sales reps with the sales to track their income.

 

You can review the Sales Rep Type by following these steps:

  1. Go to List.
  2. Select Customer & Vendor Profile Lists.
  3. Choose Sales Rep List.
  4. Locate the sales rep and check the sales rep type. 

I've added a screenshot below, so you'll know what I'm referring to.

 

Sales Rep.PNG

 

Just in case, I'm linking an article that will help you pull up a sales by rep report based on gross profit: Customer, job, and sales reports.

 

That should do it. Leave a comment below if you have any questions. I'll be sure to get back to you if you're referring to something else.