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Level 1

Is there anyway to make customers into vendors ?

The person who set up the Quick Books did it wrong and now in order to 1099 people i need to make them vendors rather than customers . I've read to book and asked google and i cant delete the customers and it wont take duplicate names . I also need to do it with employees need to be changed to vendors.

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Best answer 12-10-2018

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Level 15

no there is no way to just transfer a customer to a vendo...

no there is no way to just transfer a customer to a vendor

you will have to edit the customer name and change it slightly, (add a period)

then create the vendor with the legal name (QB does not allow for duplicate names)

View solution in original post

2 Comments
Level 15

no there is no way to just transfer a customer to a vendo...

no there is no way to just transfer a customer to a vendor

you will have to edit the customer name and change it slightly, (add a period)

then create the vendor with the legal name (QB does not allow for duplicate names)

View solution in original post

Level 15

"and it wont take duplicate names . I also need to do it...

"and it wont take duplicate names . I also need to do it with employees need to be changed to vendors."

Set up the Vendor Names and use Braces, like this:

Smith, John {V}

Now edit the Checks you made payable to Customer name or Employee Name versions of people that really are Vendor Names subject to 10909-Misc and Change the payee name there. Once the Old Version of the name has nothing assigned, you can delete it.

Keep in mind: A business or person might be Both customer and vendor for you; that is common in "they do business with us and we do business with them" or "We sell through them and they keep a Commission, and I just learned the Commission needs to be entered as Paid to a Vendor Name."

For employees, their name is Fine on regular checks = Look in the payroll center at the transactions that are "non-payroll" such as, you reimbursed them for Donuts or Printer paper or paid Mileage under and Accountable plan = That does not turn them into Vendor Names, additionally to being Employee.


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