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robertwrightltd
Level 1

Does anyone know how to make a supplier to also be a customer as I want to send them an invoice but system will not let me do this?

 
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Best answer July 22, 2020

Best Answers
Maybelle_S
QuickBooks Team

Does anyone know how to make a supplier to also be a customer as I want to send them an invoice but system will not let me do this?

Thanks for bringing this with us, @robertwrightltd.

 

In QuickBooks Online (QBO), we're unable to enter the name twice. That said, we'll have to use a special character or enter their name differently.

 

Here's how:

  1. Go to the Sales menu and then choose Customers.
  2. Click the New Customer tab.
  3. Enter the name differently by adding a middle initial or another character to set it apart from the vendor entry. You can also change the Display name as a format to "last, first".
  4. Click Save once done.

Check out this link that offers additional info about this process: Error: The name supplied already exists.

 

I've also added these articles about sending and printing invoices. One of these links can help you find different ways of sending invoices to your customers.

Don't hesitate to drop a comment below if you have other questions. I'm always happy to help. Take care!

View solution in original post

1 Comment
Maybelle_S
QuickBooks Team

Does anyone know how to make a supplier to also be a customer as I want to send them an invoice but system will not let me do this?

Thanks for bringing this with us, @robertwrightltd.

 

In QuickBooks Online (QBO), we're unable to enter the name twice. That said, we'll have to use a special character or enter their name differently.

 

Here's how:

  1. Go to the Sales menu and then choose Customers.
  2. Click the New Customer tab.
  3. Enter the name differently by adding a middle initial or another character to set it apart from the vendor entry. You can also change the Display name as a format to "last, first".
  4. Click Save once done.

Check out this link that offers additional info about this process: Error: The name supplied already exists.

 

I've also added these articles about sending and printing invoices. One of these links can help you find different ways of sending invoices to your customers.

Don't hesitate to drop a comment below if you have other questions. I'm always happy to help. Take care!

View solution in original post

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