Sales representatives are usually either regular employees of a company or contractors of a company. In QuickBooks Pro, contract reps must be created as vendors first before being converted into sales reps. Conversely, sales reps who are standard employees must be created as employees first and then converted to sales reps. This online video will show you the steps of creating and editing sales reps in QuickBooks Pro.
QuickBooks knows that some sales reps can…be employees of your company, or outside consultants.…You can set up your sales reps to be either employees or vendors.…So before you can set up your sales reps you need to make…sure that they're already in QuickBooks as either an employee or a vendor.…When you've got them in, select Lists >…Customer and Vendor Profile Lists > Sales Rep List.…This is…going to bring you into the sales rep area.…To create a new sales rep, go all the way to the bottom, click Sales Rep > New.…
Under sales rep name, from the pull down, here's…where you'll see your list of vendors and employees.…You can also add a new sales rep if you want by clicking…Add New, and you're going to specify whether they are a vendor or an employee.…I'll choose Drusten Botanicals.…You can put their initials in, and under the sales rep type,…it'll be listed as either a vendor or an employee.…You can click Next to keep adding some.…I'll click an employee.…In the sales rep name field, I'll click Add New this time.…
Author
Released
11/19/2013- Setting up a new company file
- Working with the chart of accounts
- Adding bank accounts and credit cards
- Setting up sales tax
- Adding customer, vendor, and employee profiles
- Billing customers
- Receiving payments
- Handling refunds
- Recording deposits
- Paying employees
- Sharing QuickBooks with others
- Running reports
Skill Level Beginner
Duration
Views
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Introduction
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Welcome54s
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1. Navigating QuickBooks
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A tour of the interface2m 35s
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2. Working with Company Files
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3. Setting Up Shop
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Setting up sales tax6m 26s
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Adding vehicles1m 52s
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Editing company information1m 20s
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4. Adding Customers
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Working with leads1m 51s
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5. Working with Vendors
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6. Adding Employees
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7. Day-to-Day Operations
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Creating estimates6m 42s
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Entering vendor bills1m 25s
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Invoicing customers4m 36s
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Progress invoicing customers2m 35s
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Receiving payments3m 20s
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Entering credit card charges2m 25s
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Recording deposits3m 30s
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Paying vendor bills1m 58s
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Printing checks3m 1s
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Working with jobs2m 36s
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8. Handling Special Cases
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Taking care of refunds2m 35s
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Handling customer credits2m 28s
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Fixing mismatched data5m 34s
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Discounts2m 30s
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Entering statement charges2m 15s
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Assessing finance charges2m 13s
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Memorizing transactions3m 18s
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Reconciling bank accounts3m 37s
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9. Payroll
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Turning on payroll2m 16s
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Setting up payroll items2m 53s
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Paying employees3m 38s
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10. Online Banking
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11. Sharing QuickBooks with Others
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Enabling multiuser mode3m 30s
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12. Finding Information Quickly
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Using the Snapshot tool2m 49s
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Searching for data2m 30s
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Filtering lists1m 48s
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Classes1m 57s
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13. Reports
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Introduction to reports2m 51s
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Filtering a report2m 3s
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14. End-of-Year Preparations
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Setting up 1099 forms4m 44s
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Closing the books2m 9s
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15. Customizing QuickBooks
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Conclusion
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Next steps34s
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Video: Creating and editing sales reps