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Level 1

Can I move a vendor to employee?

 
2 Comments
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Moderator

Can I move a vendor to employee?

Hello davidperrie,

 

Changing the profile types such as Vendor to Employee or vice versa is not possible in QuickBooks Online. We can leave the vendor profile active if you still use it and create a new one for the employee.

 

If you need to make the vendor profile inactive, you can follow these steps:

  1. Select Expenses on  the left menu and go to the Vendors tab.
  2. Click the vendor profile and click Edit.
  3. In the Vendor Information window, click the Make inactive button.
  4. Select Yes to confirm the action.

When you create a new employee profile, make sure it is not identical to the vendor name. Here's how to do it:

  1. Select Workers on the left menu and go to the Employees tab.
  2. Click the Add employee button and enter the employee's information.
  3. Click Done.

After that, we can already run payroll for the employee.

 

You can always get back to us if you require additional assistance with this.

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Community Champion

Can I move a vendor to employee?

If you follow the advice given by @JamesDuanT you will lose the ability to view current transactions of the vendor before or after they became an employee. Instead, append a period to their name as vendor and then add them as employer (restriction against duplicate names)

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