Sales Rep Mapping:
To map sales reps you need to create them in Quickbooks and JobNimbus. You can only map one sales rep to another. It is best to map the same name to avoid confusion, although you can map to different people or names if needed. For this to work you will need to map the reps, select refresh Quickbooks lists in advanced options and select update selected on the Web Connector.
Step 1: Create a sales rep in Quickbooks if needed.
- Custom and Vendor Profile Lists
- Sales Rep List
Step 2: Select "Refresh Quickbooks Lists" in Advanced Options
Step 3: Select "Update Selected" on the Web Connector
Update Selected is a forced manual sync.
Step 4: Reload your browser and map out your sales rep
Go back to settings in JobNimbus
- Show Mapping
- Select the Dropdown, Map the sales rep in Quickbooks to the Sales Rep in Job Nimbus
- Save Sales Mapping
1) What if in Quickbooks I have an old sales rep that I want to map out?