--- title: Create and Modify Salesperson List description: The Salesperson list is maintained in QuickBooks. If a change is needed to be made to the Sales Rep list (adding a new salesperson or modifying an existing one), users must make this change in QuickBo --- [Skip to content](https://hub.acctivate.com/articles/manage-salesperson-list#main-content) [Go to Customer Portal](https://hub.acctivate.com/tickets?hsLang=en) ![Acctivate - A CAI Solution](https://hub.acctivate.com/hubfs/Images/Logos/acctivate-cai-logo-svg.svg) - [Knowledge Base](https://hub.acctivate.com/articles) Open main navigation Close main navigation - [Knowledge Base](https://hub.acctivate.com/articles) - [Go to Customer Portal](https://hub.acctivate.com/tickets) - [Support Resources / Create Ticket](https://acctivate.com/support) [Support Resources / Create Ticket](https://acctivate.com/support) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://hub.acctivate.com/articles?hsLang=en) 2. [Configuration](https://hub.acctivate.com/articles/configuration?hsLang=en) 3. [Customers](https://hub.acctivate.com/articles/configuration?hsLang=en#customers) January 8, 2026 # Create and Modify Salesperson List ## Learn how to manage the salesperson list used by Acctivate The salesperson list can be used to track sales by salesperson as well as restrict access to customer and sales records. The management of salespersons varies depending on whether Acctivate is integrated with QuickBooks Desktop or QuickBooks Online. ### QuickBooks Desktop For QuickBooks Desktop companies, the salesperson list is maintained in QuickBooks due to salespersons having the option to be linked to another record, such as an employee or vendor record.  Changes to the salesperson list in Acctivate are made by adding or editing the salesperson list in QuickBooks Desktop. After making the change, run a sync in Acctivate to update Acctivate's salesperson list. In QuickBooks Desktop, the Salesperson list can be managed in Lists \> Customers & Vendors Profile Lists \> Sales Rep List.  ![](https://help.acctivate.com/wp-content/uploads/2019-06-06_13-26-43.png) ### QuickBooks Online QuickBooks Online doesn't support salespersons, therefore salespersons can be created within Acctivate by navigating to the Salesperson list in File \> Configuration Management \> Customer \> Salesperson. Unlike QuickBooks Desktop, these salespersons are not linked to any vendor, employee, or other name list. ![SalespersonCreation](https://hub.acctivate.com/hs-fs/hubfs/SalespersonCreation.png?width=670&height=444&name=SalespersonCreation.png) Once created, salespersons can be assigned to users so that the salesperson defaults on records created and access to customer and sales records can be restricted by the salesperson. 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