QuickBooks 2016: The Sales Rep List, Customer, Vendor, and Job Types List, and Terms List

By Stephen L. Nelson

There are many lists available in QuickBooks 2016. If you plan on managing your affairs with QuickBooks, you may want to check out the Sales Rep list, the Customer, Vendor, and Job Types list, and the Terms list. To see these lists, just choose the list from the Lists menu or choose Lists → Customer & Vendor Profile Lists and choose the list from the submenu that QuickBooks displays.

The Sales Rep list

You can create a list of the sales representatives you work with and then indicate which sales rep sells to a customer or generates a sale. To do this, choose Lists → Customer & Vendor Profile Lists → Sales Rep. When you choose this command, QuickBooks displays the Sales Rep List window, which lists all the sales representatives. To add sales representatives, click the Sales Rep button, select New from the drop-down list, and then fill in the window that QuickBooks displays.

Customer, Vendor, and Job Types list

You can create lists of customer types, vendor types, and job types and then use these lists to categorize customer, vendor, and job information. This is probably no surprise, but to do this, you need to use the appropriate command:

  • Lists → Customer & Vendor Profile Lists → Customer Type List

  • Lists → Customer & Vendor Profile Lists → Vendor Type List

  • Lists → Customer & Vendor Profile Lists → Job Type List

When you choose one of these commands, QuickBooks displays the appropriate List window, which lists all the Customer types, Vendor types, or Job types. To add types, click the Type button, select New from the drop-down list, and then fill in the window that QuickBooks displays.

How you use any of these types of lists depends on your business. In a situation in which you want to sort or segregate customers, vendors, or jobs in some unusual way, use the Customer Type, Vendor Type, or Job Type list.

The Terms list

QuickBooks maintains a Terms list, which you use to specify what payment terms are available. To add terms, choose Lists → Customer & Vendor Profile Lists → Terms List. When you choose this command, QuickBooks displays the Terms List window. To add more terms, click the Terms button, select New from the drop-down list, and then fill in the window that QuickBooks displays.