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arkvalleyinfo
December 11, 2018
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How do I delete a sales rep who is not in use?

  • December 11, 2018
  • 5 replies
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I am setting up independent sales reps.  If I initially made a mistake or if an area changes and a rep is no longer assigned to any customers, how do I delete the rep?

When I look at the Employee list or Vendor list, highlight the name, click Edit, click Delete, I keep getting the message, "This name is in use by a Sales Rep and cannot be deleted. Please refer to the Sales Rep list for more details."  The thing is, I cannot find the Sales Rep list anywhere.  How do I remove someone from the Sales Rep list?

I see them listed when I export the Sales Rep list with my .iif file, but deleting them there will not delete them from QuickBooks.

Best answer by SkinnyRaven

Lists>customer & vendor profile>sales reps.

5 replies

S
SkinnyRavenAnswer
December 11, 2018

Lists>customer & vendor profile>sales reps.

    A
    arkvalleyinfoAuthor
    December 11, 2018
    Thank you so much!  I looked high and low but somehow managed to overlook the profile section every time.
    A
    arkvalleyinfoAuthor
    December 11, 2018

    If it is used, you wont be able to delete it, however you can make it inactive.

    P
    PROSNDINC
    December 11, 2018
    I've made them inactive but I continue to see inactive names on my PO sales rep drop down.  How do I fix it?
    A
    arkvalleyinfoAuthor
    December 11, 2018

    I am frustrated by a similar situation .... one of my reps was assigned to accounts by a former employee that are house accounts and when I changed it to house account it still defaults to the sales rep when running reports. I have tried making him inactive so I can start fresh and assign him to accounts that are rightfully his but it still shows up in the report as if the house sales are his. It is a HUGE job every month to manually go through all the sales and weed out the house account ones that were assigned to him.

    M
    MetalDepot
    January 19, 2020

    I want to permanently delete sales reps.  Even though I've made some "inactive" MANY times - they keep reappearing.

    How do I at least make them permanently inactive?

    AlcaeusF
    AlcaeusF
    January 19, 2020

    Thanks for joining this conversation, @MetalDepot.

     

    Inactivating sales rep should stop them from showing in QuickBooks Desktop (QBDT). Since they keep on reappearing, let's run the QuickBooks built-in diagnostic and repair tools called rebuild and verify data utilities. These tools will repair and notify you of any possible data damage within the file.

     

    Here's how:

     

    1. Go to File menu at the top to get to the Utilities and Rebuild Data.
    2. Choose OK. Follow the prompts to save a backup.
    3. Click OK once completed.
    4. Now, go back to File, then Utilities, and select Verify Data this time.

    21.PNG

     

     

    If QB detected no problem with your data, hit OK and double-check if the date is already correct. However, if it finds an issue, you will be prompted to Rebuild Now or View Errors. Choose Close, then perform the steps below. Here's how:

     

    1. Locate and check the QBWin.log or QuickBooks.log files.
    2. Scroll to the bottom for the most recent Verify information.
    3. Find the line that contains the LVL_ERROR, then check Top data damage errors in QuickBooks Desktop.

     

    For additional information about the process, consider checking out this article: Resolve data damage on your company file.

     

    Please leave a comment below if you have any other issues or concerns. I'm more than willing to help. Have a great weekend!

    B
    beta-brain
    June 1, 2020

    I am trying to make a sales rep inactive because I have no idea how it became a Sales Rep to begin with. He only appears in three invoices dating back to 2011. However, it is making QB crash constantly. I did the Verify Data as you say and then ran the Rebuild (three times) and I still get an error saying that the Sales Rep is duplicated. I am attaching a screenshot of the log. When I try to make him inactive, QB crashes. I'm on QB for Mac 2020.

    R
    rsimon
    June 9, 2021

    I do not see the resolution in this thread.  I too need to delete a sales rep.

    AlexV
    AlexV
    June 9, 2021

    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:

     

    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!

      R
      rsimon
      June 9, 2021

      Thanks!

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