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How can you I change a company mistakenly set up as a Customer to a Vendor, and still keep all the bank transactions already accepted in QBO for that company?

 
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How can you I change a company mistakenly set up as a Customer to a Vendor, and still keep all the bank transactions already accepted in QBO for that company?

Keep calm! We can correct the set up of your customer and vendor profiles, kristine-lea.

 

Here's the flow that we can follow to correct the profile set up and the associated transactions:

  1. Undo added/matched bank transactions.
  2. Delete the customer profile.
  3. Create the vendor profile.
  4. Add/Mach the bank transactions again.

When you accept (Add or Match) bank transactions, we still have an option to Undo them. These transactions will be removed from your QuickBooks register and putted back to the For Review tab of the Banking page.

  1. Select Banking on the left menu and go the Banking tab.
  2. Highlight the connected bank account and go the Reviewed section.
  3. Click Undo on the transactions you to put back to the For Reviewed section.

You can also browse this link for more information: Unmatch or move bank transactions after reviewing them.

 

After that, we can make the customer profile inactive:

  1. Click Sales on the left menu and go to the Customers tab.
  2. Select the customer profile and click Edit.
  3. Click Make inactive and select Save.

Then, we can create the vendor profile:

  1. Click Expenses on the left menu and go to the Vendors tab.
  2. Select the New vendor button and enter the necessary details.
  3. Click Save.

Lastly, we can categorize the bank transactions again.

 

We'll get back to you if you have more queries about the flow I've provided. Have a great day!

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