I know a way to help you get past the error and add your client smoothly, AnnieMB.
The issue you're experiencing happens when you import data from QuickBooks Desktop (QBDT) or activate payroll after adding employees to QuickBooks Online (QBO). It can also occur if the name of the customer, supplier, or employee you want to add is already listed in your company.
In QuickBooks Online (QBO), each client must have a unique name even if other details differ. When you have two clients with the same name, you can differentiate them by slightly modifying the name in QuickBooks like adding a middle initial or a [1] at the end. In addition, perform the following troubleshooting to get past the error:
- Find the duplicate vendor, employee, or customer
- Update the employee, vendor, or customer info
- Add the employee, vendor, or customer again
Refer to this guide for detailed instructions: Fix "Another customer, supplier, or employee is already using this name" error message in QuickBooks.
Check out the links below for helpful tips on organizing your customer list and managing their information effectively:
Furthermore, we collated articles to help users complete any customer or sales-related on time. The following links contain topics on how to handle customer refunds or credits, customise sales forms, to name a few:
Keep me posted below if you need further guidance navigating QBO or have questions about managing lists. I'll get back to make sure everything is taken care of for you.
