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4 replies

LeithG
LeithG
Aug 17, 2020 3:13 PM UTC

Hi bisharapharma:

 

You can, but you don't have to.  If you plan on selling to more than buying from this person, you can leave them as a customer and still process invoices against them under expenses; similarly, if you plan on buying from, more than selling to you can set them up as a supplier and still invoice them.

 

Whether you receive or remit payment, or use credits to lower payments in either direction is up to you. 

bisharapharma-gmAuthor
Aug 17, 2020 4:36 PM UTC

But when I enter them as a Supplier and later create an Invoice to sell them as a client they do not pop up in my drop down menu. I am using QB Online 

It's asking me to create or add Client ? 

 

Please comfirm if there is a square I can tick off that I may have missed to add as client too 

 

Thanks for you helo 

LeithG
LeithG
Aug 17, 2020 5:26 PM UTC

hi bisharapharma:

 

Sorry about that; it seems to invoice someone they do need to be setup as a client/customer in addition to a supplier.  The alternate is not true, you can list a customer on an expense in the system at any time.

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