Hey guys, new to quickbooks, just did a years worth of accounting, completed it all, reconciled, and then realized, that every "payee" for expenses was labelled a "customer" and not a "supplier." Now they don't have their own supplier reports, and it doesn't seem theres a way to have customer reports like this.
Is there any way to bulk change all the payees from customer, to supplier.
If not, is there a bulk way to edit reconciled transactions in bulk, to change the payee?
I'm here to help you today, @handymanharvey.
Let me share with you some insights about changing the payee from customers to suppliers.
Currently, the option to bulk change all payees from reconciled transactions is unavailable in QuickBooks Online.
I suggest doing it manually by opening the expense transactions and editing them from there. If not, it's best to get in touch with your accountant so they can undo the reconciliation for you instead.
To start, make sure to manually unreconcile the transactions one by one. Here's how:
After that, you'll need to remove the Reconcile status on the transaction by double-clicking on the letter R.
Once done, you can already choose the correct payee by accessing the drop-down list then hitting the Save button afterward.
I'm also adding this helpful article for more information on how you can handle transactions from reconciliation: Undo or remove transactions from reconciliations in QuickBooks Online.
Please let us know if you need extra help with this matter or QuickBooks in general. We're more than willing to assist anytime. Stay safe!