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Replying to:
AlexV
QuickBooks Team

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Hello rsimon!

 

Thanks for joining us here! Let me assist you in deleting a sales rep.

 

QuickBooks Desktop allows you to delete a sales rep if it isn't used on any transactions. Otherwise, you can only make it inactive.

  1. Go to the Lists menu.
  2. Hover over Customer & Vendor Profile Lists, then select Sales Rep Lists.
  3. Find the sales rep, select it, and right-click, then click either Delete Sales Rep or Make Sales Rep Inactive.

 

If the sales rep is linked to a customer and you create a sales transaction, you'll see this pop-up:Capture.PNG

 

Simply select Use it once, then close the transactions and don't save it. Then, follow these steps:

  1. From the Customers menu, select Customer Center.
  2. Double-click the customer's name and proceed to the Additional Info tab.
  3. Remove or edit the sales rep in the Rep field. Then, OK to save it.

 

Need more help in handling customer transactions? Visit this page: Sales and customers.

 

Keep on posting here and we'll help you. Take care!

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