Showing results for 
Search instead for 
Did you mean: 

Reply to message

View discussion in a popup

Replying to:
Level 10

Reply to message


(I thought QBO had rep but I can't find it)


The Customer Type feature may be able to be used for sales reps.  It's part of Price Rules which you switch on in Settings/Sales.  Reporting options are very limited.  The other option is to set the sales rep as a primary customer, and set their customers as  sub-customers. Both these methods won't work, if a customer has different sales reps for different sales. Then Class or Location is better


Need to get in touch?

Contact us