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Deadwood Al
September 6, 2023
Solved

Duplicate vendor name

  • September 6, 2023
  • 1 reply
  • 0 views

QB Dessktop Pro 2023

We have a vendor name (example) Name_V.  Looking in Vendor Center, I found no other Vendor with the name "Name", so I deleted the "_V" portion. The system responded with the message that that name was already in use with another vendor, so I couldn't change the name to that. I then changed the Vendor Center to display ALL instead of just Active:  again, there was no other vendor with the name of just "Name". 

 

I have now discovered that we have a Customer with that same name. Does QuickBooks not distinguish between the name of a vendor and a customer, and that it is quite possible to have one of each? Is changing the name of one of them the only way to handle that situation?

    Best answer by Nicole_N

    Hi there, @Deadwood Al. I appreciate you taking the time to write details about your concern.

     

    Yes, changing the name of either one of them is the best way to avoid duplicate names. Please know that QuickBooks treats vendors, customers, and employees separately. However, the only way to add a vendor who is also a customer is by adding a special character or any distinction. You may also add a middle initial at the end.

     

    Additionally, visit these articles below if you want to change a name type and manage customer information in QuickBooks:

     

     

    Keep me posted if you have further concerns when using QuickBooks. The Community team is here to help. I wish you and your business continued success. 

    1 reply

    OnTrack Team
    OnTrack Team
    September 6, 2023

    @Deadwood Al,

    You got it. None of the name lists may contain a duplicate of another list.

     

    Let me know if this helps.

    ('Cheer' if you like my answer.)

    JS

      D
      Deadwood AlAuthor
      September 6, 2023

      Can't say "Cheer" is the proper word ... I would think that the identification of "Vendor" or "Customer" would be enough to distinguish the difference and the spelling of the name wouldn't be a limiting factor, but .....  It is what it is, and it is the Intuit design, so such is life. Thank you for the quick reply.

        Nicole_N
        Nicole_NAnswer
        September 6, 2023

        Hi there, @Deadwood Al. I appreciate you taking the time to write details about your concern.

         

        Yes, changing the name of either one of them is the best way to avoid duplicate names. Please know that QuickBooks treats vendors, customers, and employees separately. However, the only way to add a vendor who is also a customer is by adding a special character or any distinction. You may also add a middle initial at the end.

         

        Additionally, visit these articles below if you want to change a name type and manage customer information in QuickBooks:

         

         

        Keep me posted if you have further concerns when using QuickBooks. The Community team is here to help. I wish you and your business continued success. 

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