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tscoller
Level 1

In QuickBooks Online, is there a way to bulk change an employee, and its transactions, and make it a vendor?

 
2 Comments 2
lynda
Community Champion

In QuickBooks Online, is there a way to bulk change an employee, and its transactions, and make it a vendor?

Hello @tscoller:

 

No.  You would need to delete all transactions.  Make the employee inactive and create the vendor and recreate the proper transactions for that vendor.  The vendor name will need to be different than the employee name, so before you make the employee inactive, add a Mary Smith-Do not use to the name.

 

Lynda

Himan5hu
Level 1

In QuickBooks Online, is there a way to bulk change an employee, and its transactions, and make it a vendor?

Alternatively, you can just change the name field. Replace the Employee name with newly created vendor name and all the transactions will then appear in that newly created vendor's name.

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