Hi daxd,

QuickBooks treats the sales rep to each transaction independently because you can assign different sales reps to a customer’s transactions. Thus, changing the rep in the customer profile will not update the sales rep with their existing invoices and estimates. You will want to change it on every transaction page.

About your second question, I’ll take it as a product suggestion since there isn’t an option to display email addresses on invoices and estimates screens. I would also suggest sending one from your company file. Just click on Help, select Send Feedback Online, and select Product Suggestion.

If you have other questions, feel free to go back to this thread.