Record customer who is also a service supplier

You've come to the right place, @9130347640777136.

You'll want to create your customer as a supplier and add a special character to identify it as a supplier. Let me guide you how.

1. Go to Expenses, then Suppliers.
2. Select New supplier. Then, enter the supplier information.
3. Make sure to add an identifier in the supplier's name so QuickBooks won't prompt it as duplicate.
4. Click Save.

Then, create a journal entry to record both payments on your A/R and A/P accounts. This process will let you apply the payment to the existing bill and invoice, so you can just either "receive payment" or "pay bills" on the remaining balance.

Please refer to this article for details on how to create a journal entry in QuickBooks Online.

We also have a guide on how to categorize and match online bank transactions that I'm sure you'll find helpful. It has step-by-step instructions on how to review and match transactions that are in your bank with QuickBooks.

Please know that we're always here if you need help with anything else. Feel free to reply anytime soon. Thanks for dropping by and I wish you have a great rest of the week.

Hi,

Thanks for the below, but I'm not very familiar with journals.

Could you give me a slightly more detailed walkthrough of this part.

The expense will be in our A/P 'advertising' account. But the A/R account will be 'Sales of Product Income' account.

Hello 9130347640777136, 

Thanks for coming back to us, 

If you are unsure of how to create a journal and not sure what to put where we suggest you reach out and speak to an accountant. They will be able to guide you on how to record things in the journal. 

We are not trained accountants, we are just technical support.   

I have a supplier but I also need to make a customer account for said supplier, when I try to add new customer it says the name is already in use in the account, how do I invoice them, I dont want to offset any monies from accounts I want it treated as seperate accounts, supplier is also a customer

Glad to see you chiming in on this thread, kdh9. Let me share insights and ensure you're able to create a customer account for your supplier.

With QuickBooks, the program only allows one identical display name for any profile created in your account. You'll want to modify and enter an additional character to the new customer account to ensure this differentiates and separates the account from the existing supplier. You can take this as an example (Name: Customer).

That said, you can go back to the new customer account you created and edit its display name to enable you to create an invoice. I've added a screenshot for reference.

Moreover, you'll want to visit this article to help you receive customer payments: Record an invoice payment.

Keep us posted if you have additional questions or other QuickBooks concerns. We're always here to help. Take care!