Invoicing a vendor

Hello @DonW2, and welcome to the Community forum. I am here to assist you in creating a customer profile, which will enable you to send your invoices with ease.

Yes, you're correct. In QuickBooks, it is not possible to create a customer's name if it has already been registered as a vendor's name. As this will prompt you with this error message ( Something's not quite right Another customer, vendor, or employee is already using this name. Please use a different name. )

That said, to avoid any confusion when creating an invoice for a customer with the same name as a vendor, you can add a special character, number, or middle initial before or after their name. For example, if your vendor is named Angel M Smith, you can use a name identifier when setting up your customer's name. This will help prevent any confusion and allow you to use the same name while creating an invoice successfully.

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 special character to set it apart from the vendor entry. You can also change the Display name format to "last, first".
4. Click Save once done.
   
   
   

Here is a link that provides additional information about this process. Error: The name supplied already exists.

For future reference, I am including articles that cover topics such as creating invoices and receiving payments from customers:

• Create invoices in QuickBooks Online.
• Record invoice payments in QuickBooks Online.

Please keep me posted on how it goes after you add a special character. If you need any further help, just let me know. I'm here for you and happy to answer any follow-up questions you may have.