Skip to main content
January 26, 2024
Question

Saludos. Es posible pasar las transacciones de un proveedor que se puso por error asi, en vez de empleado? gracias

  • January 26, 2024
  • 1 reply
  • 0 views

It is possible to change someone's category who was mistakenly entered as vendor instead of an employee?

1 reply

January 26, 2024

I know a way to change the vendor status of your employee, Sandra751

 

To change your employee from being a vendor, you'll need to create a new Employee name within the Payroll menu. Ensure that it doesn't have the same name since QuickBooks doesn't allow duplicate names. You can add another letter in their name to make a slight difference. In addition, as you create a new Employee, the created vendor should change to an Inactive status. 

 

If you have transactions with that specific vendor, you'll need to change the Vendor field within the transaction. 

 

Here's how: 

 

Step 1: Create a new Employee

 

  1. Go to the Payroll menu located at the left navigation panel and click Employees
  2. Press Add an employee. 
  3. Fill out the necessary fields such as the First nameM.I.Last name, Email, and Hire date
  4. You can also toggle the Employee self set-up and hit Continue once done. 

 

Step 2: Edit the transactions within the specific vendor. You can proceed to step 3 if you don't have any transactions within this vendor.

 

  1. Within the Expenses menu, click the Vendors tab. 
  2. Click the name of your vendor and select a transaction. 
  3. Click the Vendor dropdown and choose the new  Employee name. 
  4. Once you're done making changes, click Save and close.

 

Step 3: Make the Vendor inactive

 

  1. Go to the Expenses menu located at the left navigation panel and click Vendors.
  2. Select the name of that specific vendor. 
  3. Under the Edit dropdown, click Make inactive
  4. You'll be prompted with a message. If you're certain, click Yes, make inactive

 

You can also access this guide to learn more: Moving names from one list to another in QuickBooks Online

 

Furthermore, you can also use this material to run a Transaction List by Vendor report to see the accounts, dates and amounts attached to the vendor: Run reports in QuickBooks Online.

 

I'm always here if you need further assistance in QuickBooks Online. Just press the reply button and enter your concern. Have a nice day. 

Sandra751Author
January 26, 2024

Thank you, but what to do with the payroll payment that were registered as if one was a  vendor, can they be transferred when I register as un employee?

Bryan_M
January 26, 2024

Hi there, @Sandra751.

 

Let me share info about vendor payroll payment and transferring it to the new employee profile.

 

Currently, it's impossible to automatically transfer the payroll payment under the vendor profile when you register as an employee. You can, however, delete the payroll payment under the vendor profile and make it inactive. Then, manually transfer it to the created employee profile.

 

You can read this article to learn about purging data and how it works: Delete Your Data And Start Over In QuickBooks Online.

 

If you have additional questions about managing your vendor or employee profile, click the reply button below. I'll be willing to help. Keep safe.