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Intuit

Change supplier, customer or employee name type

Currently, there is no option in QuickBooks to change a name type from anything other than Other Names.

Examples:

  • Changing a customer to a supplier or employee
  • Changing a supplier to a customer or employee
  • Changing an employee to a supplier or customer

There are two options available if you need to change a name type.

Option 1: Delete the name and recreate it under the proper name type. This works if no transactions exist for the name.

  1. Go to the Centre (Customer Centre, Supplier Centre, or Employee Centre) in which the name currently exists.
  2. Right click the name and select Delete (Customer:Job/Supplier/Employee).

Option 2: Make the name inactive and recreate it under the proper name type. Use this option if there are transactions associated with the name.

  1. Go to the Centre (Customer Centre, Supplier Centre, or Employee Centre) in which the name currently exists.
  2. Right click the name, and select Make (Customer:Job/Supplier/Employee) inactive.

IMPORTANT: Only Other Names can be changed to another name type (Customer, Supplier, or Employee) and once this change has taken place, the name type can no longer be altered.

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