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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!

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3 Comments 3
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!

MjBz
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?

This does not solve the problem at all.

 

I have a a company that is both a client and a customer.

I need to be able to track the actual balance due based on purchases from and sales to this entity. 

 

 

JonpriL
Moderator

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?

Hi @MjBz, I'll share details about your list of names.

 

As of the moment, there isn't an integrated way to add a name for a client and a customer with the same characters or letters used. Instead, you may need to include a period or number on the name to separate it from the other.

 

While the option is not available, send this request directly to our developers via feedback. I'll show you how.

 

  1. Go to the Gear icon.
  2. Under PROFILE, select Feedback.
  3. Enter a few describing the option to add names for a client who is also a customer.
  4. Select Next.
  5. Click Skip and send message.

 

I'm adding this reference so you're able to track the status of your request as well as the latest updates from our developer team: Customer Feedback for QuickBooks Online.

 

It'll always be my pleasure to help if you've got other questions besides this one. Use the Reply button and leave your comment below so that I can assist you further. Take care always!

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