Can Sales Rep Info be Imported
Question asked by Patrick Green - July 28, 2017 at 11:00 AM
Hello. I am hoping I can import sales rep info into QBs using transaction pro importer. I have tried various mapping options and cannot seem to find the right mapping to do this. Can sales rep be imported into QuickBooks using Transaction Pro? Any info would be greatly appreciated. Thanks!

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Karen Magno Replied
August 2, 2017 at 9:17 AM
Employee Post
We do not provide support for importing a rep list into QuickBooks Desktop.  However, if importing transactions and the rep does not exist TPI will create the new rep during the transaction import.
Karen Magno
Transaction Pro for QuickBooks

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