The following steps will show you how to assign the Sales Rep title to a vendor or an employee in Method.
Note: The Sales Rep app is only available in QuickBooks Desktop.
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.
1. On your Method dashboard, click ⊕ New on the Sales Rep App, or click ⊕ New Sales Rep from your the Sales Rep screen.
2. This opens your New / Edit Sales Rep screen. Choose an employee or vendor from the dropdown. The employee or vendor must exist in QuickBooks.
3. Assign initials to this sales rep. This is how the rep will be identified.
4. When Active is checked, it makes this rep available in dropdowns.
5. Click Save & Back.
And you're done! You've successfully created a new sales rep.