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Is there a way to change a client to a vendor?

 
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QuickBooks Team
QuickBooks Team

Is there a way to change a client to a vendor?

Great to have you here, achua1.

 

The option to change your client into a vendor is unavailable in QuickBooks Online (QBO). We need to set up a new vendor profile for that customer in your  Online account.

 

Here's how:

 

  1. Click Expenses on the left side menu.
  2. Choose Vendors.
  3. Tick the New vendor tab.
  4. Enter the necessary details on the Vendor Information page.
  5. Once done, hit Save.

If there's a need for you to inactivate the client in your account, just follow the steps below:

 

  1. Click Sales on the left side menu.
  2. Choose Customers.
  3. Select the customer name.
  4. Tick the Edit button.
  5. Tap the Make inactive button.
  6. Hit Yes to confirm.

I've got a link here where you can find articles about creating and managing vendor transactions: https://quickbooks.intuit.com/learn-support/en-us/expenses-and-vendors/07?product=QuickBooks%20Onlin....

 

Keep me in the loop if you need a hand with running customer/vendor reports or any QBO related. I'll be here to help.

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