We swap work with a piping contractor. Sometimes we work for them and vice versa. How do we record them as a customer if they are setup as a contractor in QB online?

Hello there.

I can assist you with setting up your contractor as a customer in QuickBooks Online (QBO).

Please take note that in order to prevent errors during the creation of a customer profile, modifications must be made to ensure that the names of contractors and customers are distinct. The complete identity details of your customers, including their first name, middle name, and last name, should not match those of your contractors.

To create a customer, here's how:

1. In your left panel, click Sales.
2. Go to Customers.
3. Click New Customer.
4. Next, input your customer's name, making sure it doesn't match any of your contractors' names.
5. Select Save.

For future help, you can visit this article to know how to get the most out of your financial reports: Customize reports in QuickBooks Online

If you have further questions about setting up your contractor as a customer , you can comment below, and we'll respond to you as soon as possible.