From the course: QuickBooks Pro 2020 Essential Training

Unlock the full course today

Join today to access over 22,600 courses taught by industry experts or purchase this course individually.

Create and edit sales reps

Create and edit sales reps - QuickBooks Pro Tutorial

From the course: QuickBooks Pro 2020 Essential Training

Start my 1-month free trial

Create and edit sales reps

“

- [Narrator] QuickBooks knows that some sales reps can be employees of your company or outside consultants. You can set up your sales reps to be either employees or vendors. Before you create sales reps, they should first be set up as either an employee or a vendor. Though I show you how you can create a brand new one later on. So before you even start setting up your sales reps, the first step should be inputting them all into QuickBooks as either one of those things, a vendor or an employee. When you know you've got them all in there, from the top menu choose lists. Hover your mouse over customer and vendor profile lists, and now choose sales rep list. In this screen to create a new one, click sales rep at the bottom of the screen and choose new. Click the drop-down next to sales rep name. This is going to bring a list of vendors and all the way to the bottom I can see employees. As you can see, I set up a few more since…

Contents