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dericksturke
November 20, 2023
Question

both customer and vendor

  • November 20, 2023
  • 2 replies
  • 0 views

I have a vendor than now will be a customer as well. 

I have the company listed as a vendor and periodically add in expenses.

I was hoping I could use that same name to reassign and/or duplicate as a customer.  I could not seem to do that. 

I tried to create a "new customer" from this information, but QB would not allow it, asking me to use a different name. 

Is there some sort of work around to this???

2 replies

C
ChristineJoieR
November 20, 2023

I'm here to clear things up for you, @Derick. I recognize you need to use the same name into your customer and vendor. We can utilize the vendor's information for a customer in QuickBooks Online. Please follow my lead, and I'll help you through the process.

 

Firstly, QuickBooks Online won't permit identical names for vendors and customers to detour duplicate transactions.

 

With that, we can enter customer names slightly different from each other to avoid errors and confusion.

 

For example, if your vendor's name is Paul Santos, you can enter the same name, one keystroke different from the Vendor Name. You can input Paul Santos 1 as a customer.

 

I've added these steps for your guide:

 

  1. Set up a new Customer name.
  2. Go to Get paid & pay and select Customers.
  3. Select New Customer at the top right.
  4. In the Last Name field, enter Paul Santos 1
  5. Add the rest of the contact information.
  6. Select Save.

 

I've added this screenshot below see results:

 

I'm ready to offer additional details on customer and vendor-related subjects. If you require further information, feel free to continue this conversation, and I'll make sure to respond shortly.

D
dericksturkeAuthor
November 21, 2023

Thank you for your response.  

Your solution is essentially what I backed in to by default. 

I established a "new" customer using the branch number (it is a franchisee) and duplicated information.

 

So... I guess the problem is solved, if not in the way I would have hoped. 

 

Thanks again.

R
Rasa-LilaM
November 21, 2023

It's great to see you back in the Community, derick.

 

I'm delighted that my colleague's solution was able to address your concern (the vendor's name will be used as a customer). This motivates us to continuously strive to provide the best solutions that our customers need, ensuring the best QuickBooks experience possible.

 

Don't hesitate to drop by the Community if you still require further assistance with managing vendor or customer information. I'm always available to lend a helping. Have a wonderful day ahead, derick.

J
JANMEAD
January 3, 2024

I have the same problem. I need to make several vendors customers as well. This solution is not very satisfactory. Why do I need to give the same contact a different criteria. I just want one contact that can be either which is available in other software packages.

 

Any suggestions?

    G
    GeorgiaC
    January 3, 2024

    Hello JANMEAD, thanks for posting on this thread. This is currently the only workaround when having a customer who is also a supplier. We do take on your feedback in regards to this issue and we will pass it on to the team. 

    F
    Financial User
    July 1, 2024

    I have a related issue.  I have a person that is both a customer and also a vendor.  I enter expenses to the vendor account and income to the customer's account.  Yet when I view the Income by Customer account, it is still attributing the expenses to the Customer account and not the vendor account, thereby misrepresenting our total net income. 

     

    One issue could be that I have another user in QB who originally entered these expenses to the Customer account and not the Vendor account.  I went back and changed the Payee to the Vendor account, but it still shows incorrectly on the report.  Any idea how to fix this?

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