The Sales Rep app lets you assign the Sales Rep title to existing employees and vendors in QuickBooks Desktop. This is bundled in the Accounting List package.
This is a great way to keep track of who is generating income in what numbers, which gives you a more comprehensive picture of your income sources, interactions with customers, and business opportunities at every stage of your pipeline.
Note: The Sales Rep app is only available in QuickBooks Desktop. They are not available on Method accounts syncing to QuickBooks Online.
App perks:
Assign Sales Rep title to employees and vendors.
Streamline reporting by filtering sales rep transactions in QuickBooks Desktop.
RESTRICTION: Although you can create a Sales Rep, you will be unable to edit a Sales Rep. If you need to make changes to the Sales Rep, this must be done within QuickBooks itself.
What is a Sales Rep?
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.
Often, a sales rep is an employee of your company, but this is not always the case. Companies often partner with other businesses and contractors for outsourcing, reselling, and more. If your company does this, a sales rep might not be an employee of yours, but since they're representing you in business, you are likely interested in tracking their sales.
Creating a Sales Rep
The following steps will show you how to assign the Sales Rep title to a vendor or an employee in Method.
Reminder: Although you can create a Sales Rep, you will be unable to edit the Sales Rep. If you need to make changes to the Sales Rep, this must be done within QuickBooks itself.
On your Method dashboard, click ⊕ New on the Sales Rep App, or click ⊕ New Sales Rep from your the Sales Rep screen.
This opens your New / Edit Sales Rep screen. Choose an employee or vendor from the dropdown. The employee or vendor must exist in QuickBooks. If the name you are expecting does not appear, it may already be assigned to a Sales Rep.
Assign initials to this sales rep. This is how the rep will be identified.
When Active is checked, it makes this sales rep available in dropdowns.
Click Save & Back when done to go back to the Sales Rep list, or Save & New to save the Sales Rep and create a new one.
Sales Rep Details
An overview of the fields for your sales reps.
Field | Description |
Sync Status | In the header, the sync status is displayed. |
Name | The selected employee or vendor associated with this sales rep. |
Initials | How the sales rep is identified. |
| If checked, the sales rep is available in dropdowns. |
Entity Type | This indicates whether or not the selected entity within Name is either an Employee or Vendor. |
Active?
Link a Sales Rep to a Method User
Lists in Method can be filtered to show "My Records" or "Shared Records".
For activities, a record will show up in "My Records" if the activity is assigned to your Method User.
However, for transactions, customers, and vendors, records are associated with Sales Reps.
In order for these records to show up in "My Records", the Sales Rep needs to be linked to your Method User.
However, Method User's can only be linked QuickBooks Entities.
So, in order for a Method User to be linked to a QuickBooks Entity:
Create a Sales Rep and link it to a Employee or Vendor (shown above).
Select a user to take you to the user's profile.
Link user to the employee or vendor that is linked to the Sales Rep.