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April 10, 2020
Question

A customer was created in error, (should have been a vendor), but payments were posted to the acct. How do i change the customer to a vendor and keep the history on acct?

  • April 10, 2020
  • 2 replies
  • 14 views
No text available

2 replies

RenjolynC
Level 9
April 10, 2020

Hello there, lidia-acosta-gut.

 

Converting a customer to a vendor is unavailable. You'll want to edit the customer's name to a different one. This is to avoid getting a duplicate error.

 

Here are the steps:

 

  1. Go to Sales > Customers.
  2. Select the customer's name, and click the Edit button.
  3. In the Customer Information window, modify the customer's name.
  4. Click Save.

 

Once done, create the vendor by following these steps:

 

  1. On the left panel, click Expenses > Vendors.
  2. Click the New vendor button located in the upper right.
  3. In the Vendor Information window, add the vendor details.
  4. Click Save.

For the payments, you will need to create the transactions (Bills, Pay Bill, Expense, or Check) manually. Here's an article for more information: Vendors overview.

 

After recording the transactions, you can make the customer inactive. You can follow the steps here: Make a customer inactive and then active.

 

Please let me know if you have any additional questions. I'm just a post away to help you some more. Thanks.

April 13, 2020

Thank you so much, this was helpful. Although I do have a question on the Transactions that were posted as the customer. How do I transfer that history to the vendor account now? 

 

Rubielyn_J
Level 8
April 13, 2020

Thank you for getting back here, @lidia-acosta-gut.

 

I'm happy to know that the resolution given by my colleague was helpful.

 

If you want to know how to transfer the transactions made going to the vendor account, you need to delete that transaction and create them under the vendor.

 

Let me show you how to a transaction under the vendor:

  1. Choose Expenses at the left navigation pane.
  2. Select Vendors.
  3. Choose the vendor you need to create the transaction.
  4. In the Action dropdown, choose the transaction you need to create.

You can also refer to this article how to enter and pay bills in QuickBooks Online: Enter and pay bills.

 

Also, you can always visit our QuickBooks help website for articles that can be helpful moving forward: QuickBooks Support.

 

Don't hesitate to comment below if you need further assistance. I'd be glad to help you as soon as I can. Take care and stay healthy!