Method Community

Someone at method told me to select a vendor to be a sales rep, when it fact it's the employee with the same name that should have been selected.  Now I have a sales rep I want to delete but can't.  I can't delete them as a vendor in QB as they are a real vendor.  Worse yet is that I can't add a new sales rep with the same initials, so I either have to dummy up initials for the new rep (makes them feel good to have incorrect initials) or find a way to delete the original sales rep entry.  Making them inactive doesn't seem to do the trick as they still show on the list with initials.  Help please.

rcclarkcpa:

Someone at method told me to select a vendor to be a sales rep, when it fact it's the employee with the same name that should have been selected.  Now I have a sales rep I want to delete but can't.  I can't delete them as a vendor in QB as they are a real vendor.  Worse yet is that I can't add a new sales rep with the same initials, so I either have to dummy up initials for the new rep (makes them feel good to have incorrect initials) or find a way to delete the original sales rep entry.  Making them inactive doesn't seem to do the trick as they still show on the list with initials.  Help please.

Sales reps from QuickBooks can only be modified and/or deleted from within QuickBooks only. Third-party apps like Method are only able to add sales reps. This is a limitation of the QuickBooks SDK. 

What if the sales rep doesn't exist in QB as a sales rep?  then what?  Can I get someone at Method to edit the table behind the scenes to remove a particular sales rep from the table?

Hi rcclarkcpa,

It could be that this Sales Rep/Employee is listed as inactive in QuickBooks so when yo go to your Employee Centre the default view shows All Active Employees. If this is the case just change the filter view to All Employees and you should see it that particular Sales Rep show up on the list. If you're still not seeing it on the list but you do see it on the Sales Rep screen in Method then we would need to start a screen sharing session. Since we spoke earlier this week I will be reaching out to you and we can discuss this more.

- Ashur