Skip to main content
N
northridgemktg
November 22, 2021
Question

IS there anything in place to assign a reps name to a customers profile on QB.

  • November 22, 2021
  • 1 reply
  • 0 views
We have to put in the reps name everytime we create a invoice for the same customers, when we were using QB desktop this was a feature that was available, could save the reps name to the custromers profile. With QB online this is not an option would like to see this added in a new update.

1 reply

J
JamesM4
November 23, 2021

Hello northridgemktg, 

 

It's great to have you connect with us here. I can see the importance of being able to assign a reps names to a customer's profile in QuickBooks. Rest assured, I'll be glad to share more info and make sure you're on the right track. 

 

The feature you've described isn't available yet in QuickBooks. I encourage you to send this as feedback to our engineers. To send feedback, click on the Gear icon > click on Feedback > enter your feedback > hit Next to submit your feedback. New product improvements are largely based on the valuable feedback we get from users like you.

 

In the meantime, let me know if you have other questions. I'll be one message away. 

 

Terms & ConditionsAccessibility statement