Vendors and donors - same person

jim1douglas · ‎August 05, 2023

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?

LeizylM · ‎August 05, 2023

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!

View solution in original post

LeizylM · ‎August 05, 2023

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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Vendors and donors - same person

Vendors and donors - same person

Vendors and donors - same person

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