Coordinate Address for Customers who are also Vendors

Chri3s · ‎February 28, 2022

If someone is both a Customer and Vendor I found OK workaround online to add an identifier after their name in squiggly brackets so I can use the same name John Smith {c} and John Smith {v}. Anything inside the {} is invisible in reports.

Do I have to enter Address info in both Customer and Vendor areas? Is there a way to pull from another area?

Alternatively, if I must, is there a way to coordinate Addresses so if I make a change in Customers it is auto updated in the Vendor area?

Thanks,

Chris

Tori B · ‎February 28, 2022

Hey there, @Chri3s.

Thanks for taking the time to reach out to the QuickBooks Community for support.

For now, you'll need to enter the address for both vendor and customer sides. At this time, there isn't a way in QuickBooks Desktop to share information between vendors and customers. Although you know that they are the same person edited differently (vendor, customer), QuickBooks reads them as separate accounts due to the need of the { } at the end of each name, therefore, making them have different names (different people).

I understand the importance of sharing information between customers and vendors and understand that adding a customer as a vendor would be much more efficient for you and your business. I've gone ahead and submitted this suggestion to our Product Development Team. This way, the feedback can be considered for a future update.

Please let me know if you have any questions or concerns. I'm always here to lend a hand. Take care, Chris!

View solution in original post

Tori B · ‎February 28, 2022

Hey there, @Chri3s.

Thanks for taking the time to reach out to the QuickBooks Community for support.

For now, you'll need to enter the address for both vendor and customer sides. At this time, there isn't a way in QuickBooks Desktop to share information between vendors and customers. Although you know that they are the same person edited differently (vendor, customer), QuickBooks reads them as separate accounts due to the need of the { } at the end of each name, therefore, making them have different names (different people).

I understand the importance of sharing information between customers and vendors and understand that adding a customer as a vendor would be much more efficient for you and your business. I've gone ahead and submitted this suggestion to our Product Development Team. This way, the feedback can be considered for a future update.

Please let me know if you have any questions or concerns. I'm always here to lend a hand. Take care, Chris!

Chri3s · ‎March 01, 2022

Thanks, I have a background in database design and this feature does not agree with what is called "normalization." Typically, a person or company should be in a table as a unique individual who then can have several roles (Customer, Vendor, Employee, etc.) associated with him. And various addresses, phones, etc. also. But if this is the way it is coded in, it will likely not change. Too bad, it makes things much more difficult.

Chris

Topics

Training

Community

Resources

Coordinate Address for Customers who are also Vendors