cancel
Showing results for 
Search instead for 
Did you mean: 
Minty44
Level 2

Customer and Supplier

In Simple Start I have a Customer and that entity is also a Supplier. Customer showing in Customer List but not showing in Supplier List. Not included in Supplier reports.

Solved
Best answer November 05, 2019

Best Answers
Angelyn_T
QuickBooks Team

Customer and Supplier

Glad to have you here on the Community page, @Minty44.

 

This happens when the customer isn't set up as a supplier in QuickBooks Online (QBO). In this case, you need to add it as a supplier, however, enter a special character or distinctions that the name you'r adding is a supplier since QuickBooks won't allow adding customers, suppliers, or employees with the same name.

 

To add it as a supplier:

 

  1. Click on Expenses at the left pane, the select Suppliers.
  2. At the upper right-corner of the page, click on New supplier.
  3. Fill in the necessary information.
  4. Click on Save.

I've also added these screenshots for additional reference.

You can also read these articles for your future reference about managing customers and suppliers:

 

 

Leave a comment below if you have any other questions, I'm always here available to help. Have a great day ahead!

View solution in original post

5 Comments 5
Angelyn_T
QuickBooks Team

Customer and Supplier

Glad to have you here on the Community page, @Minty44.

 

This happens when the customer isn't set up as a supplier in QuickBooks Online (QBO). In this case, you need to add it as a supplier, however, enter a special character or distinctions that the name you'r adding is a supplier since QuickBooks won't allow adding customers, suppliers, or employees with the same name.

 

To add it as a supplier:

 

  1. Click on Expenses at the left pane, the select Suppliers.
  2. At the upper right-corner of the page, click on New supplier.
  3. Fill in the necessary information.
  4. Click on Save.

I've also added these screenshots for additional reference.

You can also read these articles for your future reference about managing customers and suppliers:

 

 

Leave a comment below if you have any other questions, I'm always here available to help. Have a great day ahead!

danvers
Level 3

Customer and Supplier

Wow thanks for this, I'm surprised in 2023 QBO can't work out how to apply more than one role to an entity and we have to use 80s-esque hacks to do it!

GIGeoff
Level 1

Customer and Supplier

my thoughts exactly. its not really a solution but a hack or work around. seems to be a common thing with QB.

Wilson Leung
Level 1

Customer and Supplier

I'm experiencing the same issue. The suggested solution of adding an extra customer and supplier is a workaround; it only solves part of the problem as it creates an additional customer or supplier balance.

 

A QBO consultant recommended using "Record a barter transaction" to address the balances, but this is a second workaround. I hope QBO has a more elegant solution for this common issue.

 

https://quickbooks.intuit.com/learn-support/en-us/help-article/accounting-bookkeeping/record-barter-...

IntuitSheila
Level 8

Customer and Supplier

Thanks for posting in the Community, Wilson!

 

I understand how important to be able to record transactions for a customer and at the same time a supplier. We've added this to our product feature request and let our product developers team know of the feature you're looking. 

 

Your valuable feedback will be forwarded and reviewed by our Product Development team to help improve your experience while using the program. Here's how:

 

  1. Go to the Gear icon.
  2. Select Feedback.
  3. Type in your recommendation in the Share your feedback field.
  4. Click Next.
  5. Follow the on-screen instructions to complete the process.

Post again in the Community if you have further concerns. I am around to help you.