QuickBooks 2011: The Missing Manual

Customer and Vendor Profile Lists

Filling in fields goes much faster when you can choose info from drop-down lists instead of typing values. The lists that appear on the Customer & Vendor Profile Lists submenu (choose Lists→Customer & Vendor Profile Lists to see it) pop up regularly, whether you’re creating an invoice, paying a bill, or generating a report. For example, when you create an invoice, QuickBooks fills in the Payment Terms field with the terms you assigned to the customer’s record (Specifying additional customer information), but you can choose different terms from the drop-down list to urge your customer to pay more quickly.

For many of these lists, creating entries requires no more than typing the entry’s name and specifying whether that entry is a subentry of another. This section describes how to add to entries to each list and how to put these lists to work for you.

Sales Rep List

If you pay sales reps on commission or want to assign employees as points of contact for your customers, you can assign people as sales reps to your customers (Specifying additional customer information) and then generate reports by sales rep (Subtotals). But first you have to add the names of your sales reps and contacts to the Sales Rep List.

Note

You can use the Intuit Commissions Center, an add-on service for QuickBooks, to calculate commissions for your sales reps. When you use this feature, you can flag items that don’t pay commissions and assign commissions as percentages or ...