--- title: How Do I Map Sales Reps in QuickBooks Desktop? description: Mapping your sales reps in QuickBooks Desktop will help sync sales rep data from JobNimbus to customers and jobs in QuickBooks. --- [Skip to content](https://support.jobnimbus.com/mapping-sales-reps-in-quickbooks-desktop#main-content) English Show submenu for translations [Contact Us](https://support.jobnimbus.com/kb-tickets/new?hsLang=en) ![JN\_Logo\_Long-White@1x.png\]](https://support.jobnimbus.com/hs-fs/hubfs/JN_Logo_Long-White@1x.png?height=40&name=JN_Logo_Long-White@1x.png) Open main navigation Close main navigation - English Show submenu for translations - [Contact Us](https://support.jobnimbus.com/kb-tickets/new) - [Go to the JobNimbus Toolbox](https://www.jobnimbus.com/support/) [Go to the JobNimbus Toolbox](https://www.jobnimbus.com/support/) How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://support.jobnimbus.com/?hsLang=en) 2. [QuickBooks](https://support.jobnimbus.com/quickbooks?hsLang=en) 3. [QuickBooks Desktop](https://support.jobnimbus.com/quickbooks?hsLang=en#quickbooks-desktop) # How Do I Map Sales Reps in QuickBooks Desktop? ## Mapping your sales reps in QuickBooks Desktop will help sync sales rep data from JobNimbus to customers and jobs in QuickBooks. ### **Sales Rep Mapping:** To map sales reps you need to create them in QuickBooks and JobNimbus. It is best to map the same name to avoid confusion, although you can map to different people or names if needed. If a rep is assigned to a record in either JobNimbus or QuickBooks, and that rep is not mapped, the record will not be able to sync. #### **Step 1 - Create a sales rep in QuickBooks if needed.** 1. Lists 2. Customer and Vendor Profile Lists 3. Sales Rep List 4. New ![mapping01](https://support.jobnimbus.com/hs-fs/hubfs/Knowledge%20Base%20Import/Connecting%20to%20QuickBooks%20Desktop/Mapping%20Sales%20Reps/mapping01.png?width=400&name=mapping01.png) ![mapping02](https://support.jobnimbus.com/hs-fs/hubfs/Knowledge%20Base%20Import/Connecting%20to%20QuickBooks%20Desktop/Mapping%20Sales%20Reps/mapping02.png?width=400&name=mapping02.png) #### **Step 2: In JobNimbus, navigate to the QuickBooks settings page, select "Refresh QuickBooks Lists" in Advanced Options at the bottom of the screen:**                                                       **![Screenshot 2025-12-02 at 2.17.23 PM](https://support.jobnimbus.com/hs-fs/hubfs/Screenshot%202025-12-02%20at%202.17.23%20PM.png?width=270&height=124&name=Screenshot%202025-12-02%20at%202.17.23%20PM.png)** #### **Step 3: Select "Update Selected" on the Web Connector** Update Selected is a forced manual sync. Be sure the box is checked to the left of the JobNimbus Application. ![Screenshot 2024-02-06 at 2.44.27 PM](https://support.jobnimbus.com/hs-fs/hubfs/Screenshot%202024-02-06%20at%202.44.27%20PM.png?width=536&height=134&name=Screenshot%202024-02-06%20at%202.44.27%20PM.png) #### **Step 4: Reload your browser and map out your sales rep** Go back to JobNimbus--\>Settings--\> QuickBooks - If this is the first time syncing sales reps: Select **Show Sync Details** and enable **Sales Rep Mapping** - If Sales Rep Mapping is already enabled: Select **Show Mapping** - Select the **Dropdown** under JobNimbus Team Member. Map the sales rep in QuickBooks to the Sales Rep in JobNimbus - Select **Save Sales Mapping** **![Screenshot 2024-02-06 at 2.46.50 PM](https://support.jobnimbus.com/hs-fs/hubfs/Screenshot%202024-02-06%20at%202.46.50%20PM.png?width=350&height=262&name=Screenshot%202024-02-06%20at%202.46.50%20PM.png)** *1) What if I have an old sales rep in QuickBooks I want to map out?* On the sales rep mapping it will only allow you to map to a sales rep that is in JobNimbus. Option 1: Map the old rep to a new rep (you will want to avoid mapping multiple QuickBooks reps to a single rep in JobNimbus) Option 2: Edit the sales rep on the record that needs to sync to a current sales rep. Option 3: - Go to settings and select the [Team](https://app.jobnimbus.com/customeradmin/Settings.aspx?autotab=Team) tab. - Make one of your team members inactive temporarily (if you don't do this you will be charged for a new team member). - Then add a new team member with the old rep's name or simply choose “old reps”. Input a personal email/fake email for the email address. Make the rep inactive by selecting the ellipses for that rep and deactivate that profile. Make your team member active again that was temporarily disabled. Select the dropdown in the middle of the page to see active/inactive team member. - Then follow the above steps for mapping. ![Sales Rep Mapping - Team Members](https://support.jobnimbus.com/hs-fs/hubfs/Support%20-%20Knowledge%20Base/Knowledge%20Base%20Import/QuickBooks/QuickBooks%20Desktop/Sales%20Rep%20Mapping%20-%20Team%20Members.png?width=630&name=Sales%20Rep%20Mapping%20-%20Team%20Members.png) Be sure not to exceed the number of paid seats when doing this process.    *2) I have tried the above instructions and I still can't get the sales rep to sync, what should I do?* - In your QuickBooks settings in JobNimbus go to the error log and select the blue "**retry**" action for the contact/job that has the error *JobNimbus Sales Rep 'XYZ' is not linked in QuickBooks*. ![Screenshot 2024-02-06 at 2.49.15 PM](https://support.jobnimbus.com/hs-fs/hubfs/Screenshot%202024-02-06%20at%202.49.15%20PM.png?width=350&height=147&name=Screenshot%202024-02-06%20at%202.49.15%20PM.png)![Screenshot 2024-02-06 at 2.50.19 PM](https://support.jobnimbus.com/hs-fs/hubfs/Screenshot%202024-02-06%20at%202.50.19%20PM.png?width=156&height=123&name=Screenshot%202024-02-06%20at%202.50.19%20PM.png) - Go to the web connector in QuickBooks and select "**Update Selected**". 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