A sales representative (or sales rep for short) refers to an individual who does business on your behalf, whom you can assign to customers, leads, vendors, and transactions in Method.
📌 Note: Sales Reps are only available in QuickBooks Desktop. They are not available on Method accounts syncing to QuickBooks Online. In QuickBooks Online, customers are assigned to Method Users, not Sales Reps.
To assign or reassign a sales rep to a customer:
Open up the Customer & Leads App.
Within the grid, select the customer you want to update.
Click the second Edit button beside Customer Details or Customer Lead Details.
The first dropdown is the Sales Rep dropdown which you can update.
Click Save & Back at the bottom of the screen to save your changes.
For related tasks on Sales Reps: