Hi there, @Kim208. Please allow me to share what I know about your concern.
As of the moment, the feature that you want is unavailable in QuickBooks Online. However, there’s a workaround that we can perform to achieve this.
To begin with, here’s how:
We are doing this because QBO does not allow you to use duplicate names in creating different Vendor/Customer profiles.
By this time, you’ve already set up your vendor. You might want to give this article a visit, it’s about how to pay a vendor in QuickBooks Online.
When working in QBO, you can always rely on us if you require assistance. Let us know by leaving a comment down below. Keep safe and enjoy your weekend.
Whenever I search to see if a problem can be solved or whether there is a solution, I find myself reading through years of nonsense about how you cannot or will not make logical or reasonable changes and have instead created a strange work around to your own system. We pay WAY too much money for this, between transaction fees and subscription fees for there to be absolutely no development. I understand that I am likely shouting into the ether here, but all I want to do is CHANGE THE POST OFFICE TO A VENDOR FOR TWO TRANSACTIONS! Should be simple, but QuickBooks.
That's a great question, @Kim208. When it comes to inactivating a customer record in QuickBooks Online, it's essential to understand what happens to the transaction history. Let me share insights about it.
Inactivating a customer does not automatically move the transaction history to the vendor record even if you create a vendor with that same name. Instead, the transaction history remains within the customer's record for easy reference and reporting purposes. If you see a transaction for an inactive customer, it displays as 'Name (deleted)'. It's always good to clarify these details to ensure a smooth transition and accurate record-keeping
I've added this article to learn how to manage your customers and vendors:
You're always free to drop a comment below if you have additional questions about your customer's data. I'm glad to assist you. Keep safe.