Hi there, kswingert.
I'm here to share some information about how vendors and customers in QBO.
We're unable to change a customer to a vendor since they're different entities. You'll have to set up a new vendor, then locate the customer's transaction and update its name. This way, you won't have to manually reenter them. After that, you can now delete the customer. Here's how:
- Add a new vendor.
- Go to the Reports menu.
- Run the Transaction List by Customer report.
- Edit each transaction linked to the customer, and then save them to the new vendor name.
- Once all transactions are edited/added, deactivate the customer.
I'm also adding this article to change vendor, customer, or employee name type in the program: Moving names from one list to another
Just add a comment below if you need more help in handling your customer and vendor transactions. Take care and have a great rest of the day.