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acps-vic
Level 2

If I've accidently added one of my payees as an employee how do I change this or where can I find a list of my payees so that I can edit them?

 
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Best answer December 12, 2020

Best Answers
Catherine_B
QuickBooks Team

If I've accidently added one of my payees as an employee how do I change this or where can I find a list of my payees so that I can edit them?

You'll want to add the payee first and delete the information on the employee's list, acps-vic.

 

You can copy the details of the employee as a payee and then delete the data on the employee list. Here are a few articles that will help you in managing your payees:

 

Then, you can pull up reports to see your Customer or Vendor information. Let me show you how:

 

  1. Go to the Reports menu. 
  2. From the search field, enter Customer Contact List or Vendor Contact List.
  3. Select the report and you can click the Customize button at the upper-right to add or remove information.
  4. Click Run report to refresh.

Check out these articles for more details in customizing reports in QuickBooks Online.

 

Let me know if you have other questions. I'm just here to help. Take care!

View solution in original post

2 Comments 2
Catherine_B
QuickBooks Team

If I've accidently added one of my payees as an employee how do I change this or where can I find a list of my payees so that I can edit them?

You'll want to add the payee first and delete the information on the employee's list, acps-vic.

 

You can copy the details of the employee as a payee and then delete the data on the employee list. Here are a few articles that will help you in managing your payees:

 

Then, you can pull up reports to see your Customer or Vendor information. Let me show you how:

 

  1. Go to the Reports menu. 
  2. From the search field, enter Customer Contact List or Vendor Contact List.
  3. Select the report and you can click the Customize button at the upper-right to add or remove information.
  4. Click Run report to refresh.

Check out these articles for more details in customizing reports in QuickBooks Online.

 

Let me know if you have other questions. I'm just here to help. Take care!

View solution in original post

acps-vic
Level 2

If I've accidently added one of my payees as an employee how do I change this or where can I find a list of my payees so that I can edit them?

Thank you 

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