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chris-slickwater
Level 2

How do I set an employee as a customer?

I have an employee that I need to send an invoice for goods purchased.  How do I do that?  System will not allow me to create a customer and the employee is not listed in the drop down.
3 Comments 3
MJoy_D
Moderator

How do I set an employee as a customer?

I can help you with creating a customer profile for an employee to create an invoice, @chris-slickwater.

 

You'll need to create a customer profile for this employee to create an invoice. 

 

Here's how to create a customer:

 

  1. Go to Get paid & pay or Sales and choose Customers.
  2. Click on New customer.
  3. Provide all the necessary information about this employee as a customer. 
  4. Select Save.

 

Here's how to add and manage customers in QuickBooks Online for detailed guidance on how to add a new customer, sub-customer, edit, and delete a customer. 

 

In case you don't have the option that I've mentioned above, I suggest using a private browser when creating a customer profile. If it works, this means that you'll need to clear your browser's cache in the one that you're currently using. 

 

Once done, you can now create an invoice and record their payments once you've received it. 

 

Let me know if you need further help creating an invoice for your employee. I'm always here to help. Have a great rest of the day!

chris-slickwater
Level 2

How do I set an employee as a customer?

Unfortunately, this did not resolve the issue.  When I attempt to create a new customer and save, QB informs me there is already someone with that information (I am aware, it would be the employee).  When I go to create an invoice, however, the employee is not in the drop down for me to select.

 

Suggestions?

KlentB
Moderator

How do I set an employee as a customer?

I've got the perfect solution to resolve that problem, chris-slickwater.
 

QuickBooks Online does not allow duplicate names between clients, suppliers, and employees. This way, they won't clash or conflict with each other.

 

In your case, we can make the worker's name slightly different. Consider putting a "customer" label or any unique identifier at the end. Adding a middle initial and suffix will also do the trick. Here's how to do it:

 

  1. Go to the Get paid & pay or Sales menu.
  2. Select the Customers tab, then click New customer.
  3. Complete the required fields in the Name & Contact, Addresses, Notes & Attachments, and Payments sections.
  4. When you're done, hit Save.

 

AddCustomer.PNG

 

Finally, I recommend visiting our FAQ page to learn how to create, edit, delete, or merge customers in QBO. 

 

I'll be right here to continue helping if you have further questions about invoicing and sales management. Just post the details below and I'll get back to assist you as soon as I can.

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