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?