Converting Sales Reps from QuickBooks

In QuickBooks, Sales Reps can be one of three types: Employee, Vendor, or Other. In Sage 50, however, Sales Reps are set up as Employees first and data on the sales rep is kept among Employee records. Here is how your Sales Rep information will be converted in Sage 50.

Employees

Sales Reps set up as Employees in QuickBooks will become Employees in Sage 50. In the Header section of the Maintain Employees/Sales Reps window, they will be marked as Both employees and sales reps.

Vendor

Sales Reps set up as Vendors in QuickBooks will become Vendors in Sage 50. Sage 50 does not, however, support vendor sales reps. All sales reps are set up in the Maintain Employee/Sales Rep window. You can use an employee set up in this window as the Purchase Rep in the vendor record.

Other

Sales Reps set up as Other in QuickBooks will not be converted.

What would you like to do next?