QB Issue Resolution:

>>> I want to assign a sales rep, and can put their name in any field (Other, for example). <<< That will show up on "Customer Contact List" report only, but it will not show up on any Sales Report. >>> When creating a sales report, can I filter on this? <<< There is no way to filter it at this time. For sales rep assignment, you will have to use available custom fields part of invoice form. There is no way to add this to "Customer Information" screen.

Resolution for Issue 'For each customer, I want to assign a sales rep, and can put their name in any field (Other, for example). When creating a sales report, can I filter on this?' available: Yes (Solved).
Source: Intuit Community forum.

For each customer, I want to assign a sales rep, and can put their name in any field (Other, for example). When creating a sales report, can I filter on this?: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.

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