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jenn23
Level 1

I have one donor that needs to be changed to a vendor. Can I do that? I don't need to change donors to customers but I just need to create one account.

I have one donor that needs to be changed to a vendor. Can I do that? I don't need to change donors to customers but I just need to correct one account.
1 Comment 1
MJoy_D
Moderator

I have one donor that needs to be changed to a vendor. Can I do that? I don't need to change donors to customers but I just need to create one account.

I can show you how to make it as a vendor, @jenn23.

 

You may need to make the name of the Donor as inactive or edit it and recreate it as a Vendor

 

At this time, the feature to convert it automatically is unavailable. But first, you'll have to make the profile of the donor as inactive or edit it slightly. This is to avoid getting duplicate errors. 

 

Here's how to make it inactive:

  1. Go to the Sales menu and then proceed to the Donors tab.
  2. Click the Create pledge drop-down under the Action column for that donor.
  3. Select Make inactive
  4. Choose Yes to confirm. donor.JPG

If you don't like to make it inactive, you can also click on the Donor's profile to edit it.

 

Here's how to create a vendor:

  1. Go to the Expenditures tab and select Vendor.
  2. Click on the New vendor button at the top. add a vendor.JPG
  3. Provide all the necessary information about this vendor on the page that appears.
  4. Click Save once you're done. 

Here's more information about making a customer/donor inactive and then active. Also, here's more information on how to add a vendor in QuickBooks Online. You can now record enter, edit, or delete expenses for this vendor. 

 

Let me know if there's anything that you need in creating this donor's new profile. I'm always here to assist. Have a wonderful day!

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