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tlenzmeier
Apr 26, 2021 3:28 PM UTC
Solved

Vendors/Employees/Customers With the Same Name

Hello,

 

I'm wondering what folks think are the best practices for handling vendors or employees or customers who are the same person. I know QB pitches a fit, so what I've been doing is adding (v) or (e) or (c) at the end of the person's last name. I know this works, but am curious if that's the best approach.

 

Thanks.

    Rubielyn_J
    Rubielyn_JAnswer
    Apr 26, 2021 7:30 PM UTC

    Adding a letter to the end of the person’s last name is the best approach, @tlenzmeier.

     

    QuickBooks treats vendors, customers, and employees separately. The only way to add a customer, who is also a supplier or an employee, is by adding a special character or any distinction.

     

    Here's how:

    1. Go to the Sales menu and choose Customers.
    2. Select New customer.
    3. Enter your customer's name. You may add (c) at the end, e.g Jhao Azuz (c).
    4. Fill in the necessary customer information. 
    5. Once done, click Save.

     

    For more info, please open this article to guide you in managing customers, employees, or vendors in QuickBooks Desktop for Mac.

     

    You can also view the informative write-up about managing sales reps in QuickBooks Desktop for Mac. It has complete steps on how to add, edit and track sales reps. 

     

    Keep me posted if you have further concerns managing your customer, vendor, and employee list in QuickBooks. I've got your back and I'm always willing to help. Wishing you and your business continued success. 

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    22 replies

    Rubielyn_J
    Rubielyn_JAnswer
    Apr 26, 2021 7:30 PM UTC

    Adding a letter to the end of the person’s last name is the best approach, @tlenzmeier.

     

    QuickBooks treats vendors, customers, and employees separately. The only way to add a customer, who is also a supplier or an employee, is by adding a special character or any distinction.

     

    Here's how:

    1. Go to the Sales menu and choose Customers.
    2. Select New customer.
    3. Enter your customer's name. You may add (c) at the end, e.g Jhao Azuz (c).
    4. Fill in the necessary customer information. 
    5. Once done, click Save.

     

    For more info, please open this article to guide you in managing customers, employees, or vendors in QuickBooks Desktop for Mac.

     

    You can also view the informative write-up about managing sales reps in QuickBooks Desktop for Mac. It has complete steps on how to add, edit and track sales reps. 

     

    Keep me posted if you have further concerns managing your customer, vendor, and employee list in QuickBooks. I've got your back and I'm always willing to help. Wishing you and your business continued success. 

      NHop
      Mar 22, 2022 4:33 PM UTC

      Adding a letter to the end of a vendor name is a HORRIBLE attempt to fix this problem.

      QB should be using separate files for vendors, employees, and/or customers.

      This is just plain LAZY programming.

      Come on QB!! You are better than this crap!

       

      Neil C Hopkins  CPA

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