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August 30, 2021
Question

How do I permanently add a rep code to a customer?

  • August 30, 2021
  • 1 reply
  • 0 views
I want to allocated rep codes to each customer.

1 reply

August 30, 2021

Thanks for joining us here, @rochelle-ltplast.

 

I'll share some information about adding a rep code to a customer's profile. Currently, the option to add the rep code to a customer's file isn't available. You'll need to manually enter the rep code each time you create a transaction. See the image below.

 

 

 

 

Learn more about adding fields in this article: Customise invoices, quotes, and sales receipts in QuickBooks Online.

 

I'm also attaching this link here if you need help in managing customer-related tasks: Sales and customers.

 

If you still have questions or concerns with customers, please let me know. I'll be here for you. Take care and have a nice day ahead.