cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
nt-nguyen-viet
Level 1

Can I create an account working as supplier and customer as well

 
1 Comment 1
AddieC
QuickBooks Team

Can I create an account working as supplier and customer as well

Hello, 

 

Sometimes you have a customer who is also a supplier. This is typical of some businesses, and it's important that QuickBooks Online can accommodate this situation. I'll help explain the easy process of adding someone as a customer as well as a supplier.

 

You'll have to set this person up twice in your account, once as a customer, and separately as a supplier. 

 

To set them up as a customer, follow these steps:

 

1. Click the Sales tab. 

2. Select Customers from the top menu. 

3. Click New customer

 

Next, set them up as a supplier:

 

1. Click the Expenses tab.

2. Select the Suppliers tab on the top menu.

3. Click New supplier

 

NOTE: You'll have to slightly change the name when you enter the same person twice, because you're unable to have the exact same name set up for a customer and a supplier. For example, you can write "John Doe" in the customer profile, and "John Doe 2" in the supplier profile. 

 

I hope this helps answer your question. If there's anything else I can do to help, just let me know. 


Have a wonderful day.

Need to get in touch?

Contact us