One of our vendors has now become a client. QB will not allow me to add this vendor as a client. How can I do this?

Hi dhohener,

Being able to make a client in both your supplier and customer lists is a great way to keep track of when a supplier also buys from you. I'd be happy to go over how to do this in QuickBooks Online.

When you have an existing supplier in QuickBooks Online who also starts buying your goods or services you'll need to create a customer account for them. You can do this by going to: Sales>Customer>New Customer. Once there you can fill in the information for them with one exception, You'll need to make a change to their name. I suggest putting a . as the middle name as that is enough of a change to be effective. Afterwards just click save and there you have it, a new customer who was also a supplier.

If you want to have the ability to use the same name I recommend submitting feedback to our product development team to let them know you'd like to have that included. It's a simple process that you can do by following the steps in this article.

Have a great day!