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Level 2

Can I add a contact to be both a customer and supplier on the same card? We both buy from and sell to this company. Thanks

 
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QuickBooks Team

Can I add a contact to be both a customer and supplier on the same card? We both buy from and sell to this company. Thanks

Hi aj_billing,

 

You can add your customer as your supplier and use the same credit card for your transactions. However, you need to add a character or symbol to one of the names so you can save it without any error. Let me guide you how.

 

To add a customer:

  1. Click Sales on the left menu.
  2. Go to the Customers tab.
  3. Click New customer on the upper-right corner.
  4. Type the name, address and other necessary information.
  5. Click Save

To add a vendor:

  1. Click Expenses on the left menu.
  2. Go to the Vendors tab.
  3. Click New vendor on the upper-right corner.
  4. Type the name, address and other necessary information.(Make sure to add a character or symbol if you're adding the name as our customer).
  5. Click Save.

I have attached screenshots for your visual guide.

 

Once done, use the same credit card when making a transactions. 

 

Please check this article for additional information and steps:The Name Supplied Already Exists.

 

I got these articles in case you have other questions about QuickBooks Online:

Keep in touch if you need anything else. I'll be right here to helpcustomer1.PNG vendor1.PNG

Level 2

Can I add a contact to be both a customer and supplier on the same card? We both buy from and sell to this company. Thanks

Hi MariaSoledadG,  Thanks for the reply.  I was actually refering to keeping the customer/supplier on the same contact card for ease of reporting - eg generating a transaction report for that company so I don't have to remember to select multiple vendors/suppliers each time??

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Moderator

Can I add a contact to be both a customer and supplier on the same card? We both buy from and sell to this company. Thanks

HI again, aj_billing.

 

Thanks for the details. If you're using Google contacts, the system will not allow duplicate name. As a workaround, you can add a special character upon creating or adding a customer or supplier.

 

For additional information, you can check out this article to know more about using Google Contacts: Import customer or supplier contacts from Outlook, Excel or Gmail.

 

If you ever have questions related to your QuickBooks, just click the Reply button. I'm more than happy to help. Enjoy the rest of your day.

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Level 1

Can I add a contact to be both a customer and supplier on the same card? We both buy from and sell to this company. Thanks

Hey there I have a question. Can't we merge both of them and create a single report? 

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QuickBooks Team

Can I add a contact to be both a customer and supplier on the same card? We both buy from and sell to this company. Thanks

Good day to you, @Muz123.

 

Merging customer and supplier is not possible in QuickBooks Online (QBO). You can only merge customer type and supplier type. To learn more about this process, you can use this article for reference: How to merge accounts, customers, and suppliers.

 

Additionally, you’ll want to run the Customer Contact List report and export it to Excel. From there, add a column for your supplier information. For reference, run the Supplier Contact List report. Let me show you how to do it in your QBO account.

  1. Go to the Reports menu.
  2. Type in and enter Customer Contact List report from the search field.
  3. Select the Export icon and select Export to Excel1.JPG

You can also refer to this article for more details: Export your reports to Excel from QuickBooks Online.

 

On top of this, you can also personalise your report to show the information you need from a report. For the complete guidelines, you can read through this article: Customise reports in QuickBooks Online.

 

Let me know if you have other questions or concern about managing your customers and suppliers. Keeping you in working order is my priority. Have a great day and take care!