How do you switch Customer to Vendor when accidently created incorrectly?

The chatbot in QBO gives the following instructions to make the switch:  

To switch customers to vendors in QuickBooks Online Essentials, follow these steps:

1. Navigate to Customers: Go to the "Sales" menu and select "Customers."
2. Select the Customer: Find and click on the customer you want to switch.
3. Edit Customer Information: Click on "Edit" to modify the customer details.
4. Change Type: In the customer information window, change the "Customer Type" to "Vendor."
5. Save Changes: Click "Save" to apply the changes.

I do not see a field marked as "Customer Type." Is there another way to change "Customer Type"?

You can find the Customer Type field by scrolling down to the Additional Info section, Iambic007.

1. Click on the customer's name.
2. Select the Edit option to navigate to the Customer information page.
3. Scroll down to the Additional Info section.
4. From the Customer Type dropdown menu, you can select and specify Vendor.
5. Click Save to apply the changes.

Also, I recommend checking out this article for more tips on editing transactions: How to view and edit vendor transactions in QuickBooks Online.

If you have further questions or concerns about the Customer Type field or anything else, feel free to leave a comment below.

I tried and can do this, however, it doesn't move the client to the VENDOR category.

Thanks for bringing up the details, Kim. Let me provide insight on how QuickBooks Online (QBO) handles customer types and guide you through transitioning a client into the vendor category. 

The customer type feature in QBO allows you to group customers for better reporting and identification in your customer list. However, assigning a customer type (Vendor) does not move a customer to the Vendor category. Customers and vendors are treated as separate entities, and QBO does not currently provide a direct way to convert a customer into a vendor. 

If you want to reclassify a customer as a vendor, you can make the customer inactive and create a new Vendor profile. However, it’s important to note that making a customer inactive doesn’t transfer their transaction history to the new Vendor profile, even when you create the vendor with the same name. The transaction history will remain within the inactive customer records for reference and reporting purposes. 

To ensure there are no duplicate names in the system when creating the new Vendor profile, you’ll first need to update the customer's name before marking them inactive. Here’s a detailed guide to help you:

1. Go to the All apps and select Customer Hub then choose Customer. 
2. Click the customer's name to open their profile. 
3. Select Edit and update the customer's name. Then  Save. 
4. Go back to the profile menu click the dropdown ▼ next to Edit. 
5. Select Make inactive, then select Yes, make inactive to confirm.

Once done , you can now add the vendor in QuickBooks. 

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