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J
JANMEAD
January 3, 2024
Question

Enter an contact that is both customer and supplier

  • January 3, 2024
  • 1 reply
  • 0 views

I have a contact that is both customer and supplier. QBO will not allow me to use the same contact for both transactions. I do not want to have 2 separate contacts with a number at the end or beginning. I want this to be one contact, any suggestions.

 

1 reply

A
Ashleigh1
January 3, 2024

Hello JANMEAD, thanks for posting on the Community page, this is not possible to do in Quickbooks. As QuickBooks Online won't permit identical names for vendors and customers to detour duplicate transactions. In Quickbooks, you can enter customer names slightly different from each other to avoid errors and confusion coming up in the system.

 

 For example, if your vendor's name is Matthew Jones, you can enter the same name, one keystroke different from the Vendor Name.

 You can input Matthew Jones 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.

 

That is the only way to get around this. 

J
JANMEADAuthor
January 3, 2024

I have already done this, but it is not a very satifactory solution as you cannot review an account in full without looking at 2 separate contacts. This is possible in other software package ie XERO so maybe something to look at for future updates. 

 

Thanks for your help.

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