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kswingert
Level 1

Is there a way to change a customer to a vendor without creating a new vendor? I accidentally did several transactions with a vendor , as a customer??

If I deactivate the customer and set up as a vendor, will I have to then redo all the transactions when entered as a cutomer?
1 Comment 1
KlentB
Moderator

Is there a way to change a customer to a vendor without creating a new vendor? I accidentally did several transactions with a vendor , as a customer??

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:

 

  1. Add a new vendor.
  2. Go to the Reports menu.
  3. Run the Transaction List by Customer report.
  4. Edit each transaction linked to the customer, and then save them to the new vendor name.
  5. 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.

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