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contact82
Level 1

How do I change a supplier to a customer and vice versa?

 
1 Comment 1
Adrian_A
Moderator

How do I change a supplier to a customer and vice versa?

We'll have to make them as inactive, contact82.

 

In QuickBooks Online, we'll have to inactivate your supplier first. Then, add them as your customer.

 

Just a heads up, the system won't allow you to enter the same name. You may want to add a special character to their name. For example, from AdrianR to AdrianR2.

 

I'll show you how:

 

  1. From the Expenses tab, select Suppliers.
  2. Select your supplier's name.
  3. Click the drop-down arrow under the ACTION column.
  4. Select Make inactive.

 

Then, you're good to add them as your customer:

 

  1. From the Sales tab, select Customers.
  2. Click the New customer button.
  3. Enter their First nameMiddle name, and Last name.
  4. Click Save.

 

For the steps to inactivate your customer, you can check this article: Make a customer inactive.

 

I've also added when you're ready to take payments from your customer and pay your vendor:

 

 

As always, I'm just here if you need help. Keep safe!