- In the QuickBooks main menu, click Lists, highlight Customer and Vendor Profile Lists, and then click Sales Rep List. This brings up the sales rep list.
- To add a sales rep, press ctrl N to see the New Sales Rep screen. You can also click Sales Rep at the bottom left of the sales rep list window, and then click New there. Enter the information for the sales rep and click OK when done. Record the Initials that you enter for each sales rep; you will need to enter these initials in Chronicle to link the sales rep here with the employee there.
- Repeat this for each sales representative.
This article plus these two other articles explain how to use Sales Rep IDs in Quick books with Chronicle: