Assign a rep to a Customer

We're glad you've reached out to us here, Premierref2019. I've got insights to share when assigning Sales Reps in QuickBooks Desktop.

For assigning a sales representative to a customer in QuickBooks Desktop, you are correct it must be done individually for each customer. However, adding a sales rep for multiple customers at once is not available.

To add the sales representative please follow the steps below.

1. Login to QuickBooks Desktop.
2. From the Lists menu, select Customer & Vendor Profile. Then, select Sales Reps.
3. Select the Sales Rep option, click the dropdown arrow, and then click New.
4. If you need to add another sales rep, click Add New. If the sales rep already exists, select the name from the list.
5. Once done click OK.

You are welcome to respond in the comments below if you need additional assistance with adding a sales representative. We are here to offer further support. Stay safe!