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:
Undo added/matched bank transactions.
Delete the customer profile.
Create the vendor profile.
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.
Select Banking on the left menu and go the Banking tab.
Highlight the connected bank account and go the Reviewed section.
Click Undo on the transactions you to put back to the For Reviewed section.