Sales Reps

Modified on Sun, 26 Jul at 3:39 AM

Overview

QuickBooks allows Vendors, Employees, and Other Names to be assigned as sales representatives.

QQube combines these three source types into one Sales Rep dimension. This makes additional information, such as contact details, available for commission, sales, and accounts receivable reporting.

Sales Representative Types

QQube provides three sales-representative fields:

Field	Source
Sales Rep	The sales representative assigned directly to the transaction.
Customer Rep	The sales representative assigned on the QuickBooks customer record.
Job Rep	The sales representative assigned on the QuickBooks subjob record.

QuickBooks sales representative assignments for transactions, customers, and jobs

Sales Rep Dimension

The QQube Sales Rep dimension combines information from all three QuickBooks sales-representative source types:

Employee
Other Name
Vendor

QQube Sales Rep dimension containing Employee, Other Name, and Vendor information

Which Sales Representative Field to Use

Reporting Purpose	Recommended Field	Reason
Sales and commission reporting	Sales Rep	The representative is stored on the transaction and remains historically accurate.
Job costing and responsibility reporting	Customer Rep or Job Rep	These fields are better suited for roles such as supervisor, estimator, or account manager.

Expected Result

Select the sales-representative field that matches the reporting purpose. Use Sales Rep for historical transaction reporting, and use Customer Rep or Job Rep for customer- or job-level responsibility reporting.