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G
GBE
January 18, 2019
Question

Can we batch update the Sales Rep?

  • January 18, 2019
  • 1 reply
  • 24 views
No text available

1 reply

C
Charies_M
Level 9
January 18, 2019

It's nice to have you here in the Community, GBE.

 

Let me share with you some information about Sales Rep in QuickBooks Online (QBO).

 

At this time, the Sales Rep feature is unavailable in QBO and there isn't a way to batch update the Sales Rep. However, you can use the use the Location/Class Tracking feature. To turn on this feature,you can go to the Company Settings.

 

Here's how:

  1. Go to the Gear icon.
  2. Select Account and Settings.
  3. Click Advanced.
  4. Click Categories.
  5. Put a check mark in the box labelled Track locations.
  6. Click Save.
  7. Click Done.

If you wish to have this feature available on our future updates, I encourage you to send this suggestion to our product developers through feedback. I'll be sure to do the same on my end.

 

Here's how:

  1. Click the Gear icon.
  2. Choose Feedback.
  3. Enter your request/product suggestion, then click Next.
  4. Select Feedback as the Category.
  5. Click Send message.

You may also share your feedback through this link: QuickBooks Online Feature Requests.

 

Let me know if you have any other questions about this and I'll be around to help you out.

F
FirelandsHardware
June 23, 2021

Is there a way to batch update the sales rep info for our customers in QuickBooks Desktop? We split a territory and I need to be able to change half the reps to a new salesman. It would be a lot easier if I didn't have to do then individually.

A
AbegailS_
Level 6
June 23, 2021

Thanks for joining the thread, @FirelandsHardware.

 

I'd be glad to provide information about sales rep features in QuickBooks.

 

As of the moment, updating the sales rep information isn't possible. It can be done one at a time.

 

Let me show you how you can edit a sales rep. Please follow the steps below: 

  1. From the Lists menu, select Customer & Vendor Profile. Then, select Sales Reps.
  2. Double-click on the sales rep to open the Edit Sales Rep window.
  3. Edit the sales rep, then select OK.

 

If you want to add the sales rep to the specific transactions. Here's how to do that:

  1. Go to Customers at the top, then click Customer Center.
  2. Under the Transactions, select the Invoices.
  3. Locate the customer's name.
  4. On that page, go to the Formatting tab and then Customize Data Layout.
  5. In the window that appears, select the Header tab.
  6. Find REP on the list and select the Screen and Print boxes to add it.
  7. Hit OK once done.

 

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

 

You'll additionally be able to find many detailed resources about using QuickBooks in our help article archives.

 

Please feel more than welcome to post a reply or create a new thread if there's ever any questions. Enjoy the rest of your day!

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