How To Remove Sales Reps From Quickbooks?

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.

How do I change my rep name in QuickBooks?

1. Got to top menu, select lists. ...
2. At bottom left find sales reps, choose new. ...
3. First from right column select vendor, type sales rep initials and click next.
4. Click the dropdown arrow and now choose an employee.
5. Type in the initials and click next.
6. If you want to create an entry, type a name.

Where is sales rep list in QuickBooks?

1. Click Lists on the menu.
2. Select Customer & Vendor Profile Lists, then click Sales Rep list.
3. Click New.
4. Enter the needed information.
5. Click OK to save.

How do you set up sales reps in QuickBooks online?

1. Go to the Gear icon.
2. Select List then Custom fields.
3. Enter Sales Rep in the name column.
4. Put a checkmark in the All sale forms.
5. Tap the Print on the form.
6. Click Save.

What is sales rep in QuickBooks?

Sales representatives (Sales rep) are either contractors or regular employees of the company . If you are having an employee or vendor that is a sales representative then you can add their details to the Sales Rep List. By doing so, you can track the income. You can even edit and view the sales rep anytime.

How do I void an invoice in QuickBooks?

1. Go to the Accountant menu and select Batch Delete/Void Transactions.
2. Choose Invoices under Transaction Type.
3. Select the transaction you want to void from the available transactions list.
4. Click Review and Void.
5. Select Back Up and Void. ...
6. Press Yes to affirm you want to void the event.

How do I delete other names in QuickBooks?

1. In Quickbooks Desktop click the Lists dropdown.
2. Select Other Names.
3. Double-click the desired Contact.
4. In the Edit Name window, click Change Type.
5. Select Customer.
6. Click OK.

How do I add a sales rep field to an invoice in QuickBooks?

Add your sales rep to the invoice. If your invoice doesn’t have a Rep field, you must add it. Click the “Lists” menu, “Templates” and “Edit.” Click “Additional Customization” and select the “REP” check box. Click “OK” twice to add the Rep field to your sales receipt.

Can an employee also be a vendor in QuickBooks?

QuickBooks treats vendors, customers, and employees separately . The only way to add a customer, who is also a supplier or an employee, is by adding a special character or any distinction.

Can you track sales reps in QuickBooks?

QuickBooks Online currently does not have a calculation feature for sales commissions. However, there is a way for you to track your sales by employee, sales rep, etc. using its two tracking features: Class Tracking and Location Tracking .

How do I pay a sales rep in QuickBooks?

1. Go to the List menu and select Customer and Vendor Profile Lists.
2. Choose Sales Rep List.
3. Click the Sales Rep drop-down menu and select New.
4. Choose a name from the Sales Rep Name drop-down list.
5. Click OK.

How do I run a sales rep Report in QuickBooks?

1. Go to the Reports menu, then go to Sales.
2. Click Sales by Rep Detail.
3. Select Customize Report, then choose Cash basis under the Display tab.
4. Go to the Filters tab.
5. In the Search Filters field, enter and select Transaction type.
6. Under Transaction Type, select Invoice, then click OK.

What do you mean by void invoice in QuickBooks?

Voiding an invoice will keep the invoice number and list it in reports but changes the amounts to zero . Hence, if you want to stop a particular payment from being realized by QuickBooks, select void. For removing the receipt from QuickBooks, select delete.

How do I categorize commissions in QuickBooks?

1. In QuickBooks Desktop, click Lists > Payroll Item List.
2. At the bottom left of the Payroll Item List, click the Payroll Item dropdown button, and choose New.
3. Select Custom Setup and click Next.
4. In Payroll item type choose Wage. ...
5. From the Wages list, choose Commission.

How do I track sales commission in QuickBooks desktop?

1. Go to Settings ⚙, then select Account and Settings.
2. From the left menu select Company (if you accessed this menu through Account and Settings, select Advanced)
3. Select the Pencil next to Categories.
4. Select the box next to Track Classes or Track Locations, as needed.

How do I track sales in QuickBooks online?

Can I just delete an invoice in QuickBooks?

Select More in the footer. Then select Void or Delete. Select Yes to confirm. Note: if you void or delete an invoice that has a payment attached to it, QuickBooks won’t delete the payment, but you’ll need to apply it to a different invoice .

Is it better to delete or void an invoice in QuickBooks?

For good bookkeeping, it’s better to void a transaction, when you can, rather than delete it so you keep a record of the transaction. You can delete all transaction types in QuickBooks, but you can only void certain transaction types.

How do you void an invoice?

1. On the Transactions menu, point to Purchasing, and then click Void Open Transactions.
2. In the Vendor ID list, click the vendor whose invoice you want to void.
3. Click to select the Void check box for the invoice that you want to void.
4. Click Void.

Where is the other names list in QuickBooks?

• In your company file, tap the Lists menu to choose the Other Names List.
• From the list, right-click beside the name you wish to change and select Edit Other Name.
• Then, click the Change Type button to open the Select Name Type screen.
• Tick the radio-button for Vendor and hit OK.

What is the purpose of having other name list in QuickBooks?

The Other Names list found in QuickBooks Desktop has been around a long, long time. It provides a place to capture the information of persons or companies that are neither customers, vendors nor employees .

Is there an other names list in QuickBooks Online?

When should you create an invoice in QuickBooks?

You use the invoice to record sales transactions from customers who make no or partial payment during the time of the sale . Invoices help you keep track of your accounts receivable. Depending on your transaction with a customer, you can create an invoice in QuickBooks Desktop in different ways.