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Assign a rep to a Customer
Hello..is there a way I can enter a Sales rep in QB Desktop for multiple Customers instead one by one?
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We're glad you've reached out to us here, Premierref2019. I've got insights to share when assigning Sales Reps in QuickBooks Desktop.
For assigning a sales representative to a customer in QuickBooks Desktop, you are correct it must be done individually for each customer. However, adding a sales rep for multiple customers at once is not available.
To add the sales representative please follow the steps below.
- Login to QuickBooks Desktop.
- From the Lists menu, select Customer & Vendor Profile. Then, select Sales Reps.
- Select the Sales Rep option, click the dropdown arrow, and then click New.
- If you need to add another sales rep, click Add New. If the sales rep already exists, select the name from the list.
- Once done click OK.
You are welcome to respond in the comments below if you need additional assistance with adding a sales representative. We are here to offer further support. Stay safe!