I add a sales rep to an invoice, and it asks if I want to change all past and future invoices. I say Yes, but QB does not retro add the rep to any other invoices. Why?

I am trying to retroactively add sales reps to several years of invoices in QB Desktop 2019.  When you add a sales rep to an invoice, QB asks if you would like to make the change permanent, i.e. change all past and future invoices for this customer.  That is what I want to do and say Yes, but then find that the only invoice affected is the one I was just in.  None of the older invoices have the sales rep added to them.  If this feature does not work, I will have to go into hundreds of invoices and add the reps one by one.  does anybody have any advise why this feature does not seem to work?

Answer

I don't think that's what the message means.  It means would you like to update the customer so that the Rep becomes the default for all new transactions.

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