Showing results for 
Search instead for 
Did you mean: 
Level 1

Bulk changes from customer to supplier

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?




3 Comments 3
Level 1
QuickBooks Team

Bulk changes from customer to supplier

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:


  1. Click on the Accounting menu and select Chart of Accounts.
  2. Locate the register and click on View register.
  3. Select the Filter drop-down and choose Reconciled from the Reconcile Status.
  4. Once done click on Apply.



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!

Level 1

Bulk changes from customer to supplier

I have about 3,000 transactions over 12 months, in 2 accounts, to manually change... it's going to take forever.

Need to get in touch?

Contact us