QuickBooks Sales Reps in QQube | CLEARIFY

QQube for QuickBooks Sales Rep Information

QuickBooks uses Vendors, Employees and Other Names as Sales Reps. QQube combines these three entities into one sales rep DIMENSION, thus providing the ability to include additional information e.g. contact information to commission or A/R by sales person reports.

Starting with QuickBooks 2014, Intuit added a separate Job Rep, so we now have three "Sales Rep" Possibilities:

1. Sales Rep (On Transaction)
2. Customer Rep (From Customer List)
3. Job Rep (From Sub:Job List)

Sales Rep DIMENSION

Contains all information from the the sales rep types:

• Employee
• Other Name
• Vendor

Notes on Usage

• Using the Sales Rep in the transaction is the most common use for sales and commission reports, as it is always historically correct.
• Using Customer and Job Rep information is better suited for Job Costing (e.g. supervisor, estimator, etc.)