Hello!  Does anyone know how to convert reconciliations from a customer account to a newly created vendor?  I have mistakenly been reconciling payments to a customer rather than a vendor....

Thank you for your help!

Marnie

Will the transactions/payments apply once customer is deleted and re-entered as a vendor?

Will the transactions/payments apply once customer is deleted and re-entered as a vendor?

I can share some information about deleting a customer and re-entering it as a vendor, @Dray0506. 

You can delete a customer by making it inactive. After that, all their transactions will still be available on reports. Then, transactions under that inactive customer will display as Name (deleted).

Then, when you create a vendor under the same name, you'll be prompted to use a different name. Check out this article for more information about adding and deleting customers and vendors:

• Add and manage customers in QuickBooks Online
• Add a vendor in QuickBooks Online

After recreating it as a vendor, here's how you can enter and manage expenses in QuickBooks Online.

Let me know if you need further help to delete a customer and re-enter it as a vendor. I'm always here to help. Have a great rest of the day!

Yes. You can make a Customer version of them and a Vendor version of them. I name them "Company (V)" for vendor and  "Company (C)" for customer, for example.

That looks cute when sending an invoice or a refund check made out to Company (V).

What if there is activity on the customer already?

I have several customers that are also vendors.  I would also like to be able to use the same name for both.  This is really causing issues with our Service Titan

The Community Space welcomes you as one of our newest members, michelle. Let me chime into this conversation and offer my assistance in finding a solution that allows you to use the same name for your customers and vendors. I understand that having the ability to do so can simplify your record-keeping and make it easier to manage your accounts. Let’s explore the available options so we can address this need effectively.

You'll need to add special characters or numbers in the names of your vendors or customers, as having identical names for both categories isn't attainable. This condition is in place to maintain clear distinctions between different entities in your accounting records and avoid potential confusion or errors. On the other hand, by incorporating unique identifiers, such as numbers or symbols, you can create distinct entries that differentiate between customers and vendors that may share the same name.

Moreover, I understand the benefits of adding customers and vendors using the same name. While this feature isn't currently available, we greatly value your insights and suggestions for improving our product. In this case, I encourage you to submit your idea for this functionality directly to our Product Development Team. Your input helps us address any issues you may have encountered, contributes to improving our products, and guides us towards our development process and ensuring that we deliver the best possible experience to all our customers.  

I'll show you how you can send one: 

1. Locate the Gear icon.
2. Under Profile, choose Feedback.
3. Enter your feedback suggestion.
4. Hit the Next button.
   

You can stay up-to-date with the latest news about product enhancements by reviewing Intuit's Product Updates webpage.

Your feedback is invaluable in helping us discuss any challenges you have encountered, and it significantly contributes to enhancing our services, michelle. If you have any further concerns or require clarification regarding managing your software preferences, please don’t hesitate to let us know in the comments section below. As the Community forum is accessible 24/7, your ideas will not go unnoticed. I am here to assist you. Your engagement is crucial to our continuous improvement, and we appreciate your participation. Stay safe

Wow!  This issue was brought to the attention of QB SIX years ago!  Now you have offered ANOTHER LAME attempt at offering a solution to GET AROUND doing it the right way (how was it we could have a vendor and customer with the same name in QB Desktop for so many years and you still can't figure out how to do it online?).  In addition, you INSULT us by alluding to the fact this hasn't been resolved because QB hasn't been made aware of this issue through their formal feedback process? I have not seen any improvements in QB over the years since they TRIPLED their price. If QB isn't reading the issues presented on the community space, I hope the new kids on the block are so that they are able to put out an accounting software product that puts QuickBooks six feet under.