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jim1douglas
Level 2

Vendors and donors - same person

I have a name listed as a "donor" for my non-profit organization. I also need to add them as a "vendor." The person both donates to us and we pay for services from them. When I try to add the name as a vendor I get an error message that says the name is already taken. How can I use this same person as both a vendor and donor?

Solved
Best answer August 05, 2023

Best Answers
LeizylM
QuickBooks Team

Vendors and donors - same person

Hi there, jim1douglas. I understand that you need an option to add donors and vendors with the same name. Let me assist you with it.

 

QuickBooks Online does not allow duplicate names between customers, vendors, and employees. This is to avoid confusion that may affect your entire accounting data. To fix this, you can add a special character or any indicator that will make it different.

 

For example:

 

  • As a vendor: Juan Luna
  • As a donor: Juan Luna*

 

I've added an article that helps you import, delete, merge, and add sub-customers: Add and manage customers in QuickBooks Online.

 

I'm always here to work with you again if you have other questions about handling your customer information. Have a great day!

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1 Comment 1
LeizylM
QuickBooks Team

Vendors and donors - same person

Hi there, jim1douglas. I understand that you need an option to add donors and vendors with the same name. Let me assist you with it.

 

QuickBooks Online does not allow duplicate names between customers, vendors, and employees. This is to avoid confusion that may affect your entire accounting data. To fix this, you can add a special character or any indicator that will make it different.

 

For example:

 

  • As a vendor: Juan Luna
  • As a donor: Juan Luna*

 

I've added an article that helps you import, delete, merge, and add sub-customers: Add and manage customers in QuickBooks Online.

 

I'm always here to work with you again if you have other questions about handling your customer information. Have a great day!

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