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Everything you need to know about banking in QuickBooks Online - Discover more
brian-daft-virgi
Level 1

I do not know how to get customer in to supplier page Thanks

all i wont to do is put a customer  in to supplier but it wont let me do this
2 REPLIES 2
MaryLandT
Moderator

I do not know how to get customer in to supplier page Thanks

I'm here to help you today about getting a customer into the supplier's page, brian-daft-virgi.

 

Just want to make sure we're on the same page. If you're trying to add a customer who is also your supplier, you need to create a new supplier.

 

QuickBooks treats suppliers and customers separately. The only way to add a customer, who is also a supplier, is by adding a special character or any distinction to the name.

 

Here are the steps on how to add a customer.

 

  1. Go to Get paid & pay and select Customers.
  2. Click New customer.
  3. In the Customer display name field, enter what you want to display for the customer.
  4. Review each section and enter any other important customer info.
  5. Click Save.

 

If you have other things to do on the customer's profile, you can browse this article: Learn how to add, edit, delete, or merge customers in QuickBooks Online.

 

However, if your concern is different and wants to bill a customer instead. You can enter billable expenses so your customer can reimburse them when they receive their invoice. You can browse this article to learn more about the process: Find out how to record billable expenses in QuickBooks Online.

 

Get back to me if your situation is different. Simply click the Reply button below and I'll get back to you.

paul72
Level 8

I do not know how to get customer in to supplier page Thanks


@MaryLandT wrote:

 

QuickBooks treats suppliers and customers separately. The only way to add a customer, who is also a supplier, is by adding a special character or any distinction to the name.


 

 

Just to make this clearer... Customer & Supplier Display Names cannot be the same.

If you have JoeBloggs as a customer you can use JoeBloggs1 or JBloggs or JoeBloggsLtd as the supplier display name.

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