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DCPHoward
Level 1
posted
‎October 21, 2019 08:51 AM
last updated ‎October 21, 2019 8:51 AM

Customer who we provide services for but we use them as subbies too. how to enter?

Hello. I have a customer that we invoice for services. They also sub-contract for us. Do i have do create both a customer and supplier to match up the banking transactions from when we paid them?

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1 Comment 1
Jen_D
Moderator
Moderator
‎October 21, 2019 10:27 AM

Customer who we provide services for but we use them as subbies too. how to enter?

Hi there, @DCPHoward,

 

Yes, you can create separate accounts to track expenses or sales for anyone who is a supplier and a customer. However, QuickBooks has limitations with duplicate names, where it only allows entering them once, even if they are on different lists.

 

There are several workarounds for this, see items below:

 

  • Enter any codes into the “Suffix” field of the customer profile. This method ensures the name still shows up alphabetically on the Customer List.

    Customer.PNG
  • Add a middle name (or initial).
  • Use a nickname for the customer accounts.
  • Another trick is adding symbols for customer names, which makes the variation more visually distinct and subtle on a name list. Do not alter the supplier's name because it might affect your tax reporting.

 

Just in case, I'll be adding these articles for future reference:

 

Manage your customer list

Suppliers overview

 

Reach out to me if you have any other issues or concerns by leaving a comment. I want to make sure everything is taken care of for you. Take care!

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