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Change vendor, customer or employee name type

SOLVEDby QuickBooksQuickBooks Enterprise Suite16Updated April 27, 2021

Currently, there is no option in QuickBooks to change a name type from anything other than Other Names.

Examples:

  • Changing a customer to a vendor or employee
  • Changing a vendor to a customer or employee
  • Changing an employee to a vendor or customer

There are two options available if you need to change a name type.

Option 1: Delete the name and recreate it under the proper name type. This works if no transactions exist for the name.

  1. Go to the Center (Customer Center, Vendor Center, or Employee Center) in which the name currently exists.
  2. Right click the name and select Delete (Customer:Job/Vendor/Employee).

Option 2: Make the name inactive and recreate it under the proper name type. Use this option if there are transactions associated with the name.

  1. Go to the Center (Customer Center, Vendor Center, or Employee Center) in which the name currently exists.
  2. Right click the name, and select Make (Customer:Job/Vendor/Employee) inactive.

IMPORTANT: Only Other Names can be changed to another name type (Customer, Vendor, or Employee) and once this change has taken place, the name type can no longer be altered.

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