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magdilc
Level 1
posted
‎September 26, 2019 04:56 PM
last updated ‎September 26, 2019 4:56 PM

Hi! I have a customer and supplier with the same name. How do I load them as such?

 
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Best answer September 26, 2019
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john-pero
Community Champion
Community Champion
‎September 26, 2019 04:56 PM

Hi! I have a customer and supplier with the same name. How do I load them as such?

Place a period at the end of one of the names

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7 Comments 7
john-pero
Community Champion
Community Champion
‎September 26, 2019 04:56 PM

Hi! I have a customer and supplier with the same name. How do I load them as such?

Place a period at the end of one of the names

Reply
Malcolm Ziman
Level 10
‎September 26, 2019 04:56 PM

Hi! I have a customer and supplier with the same name. How do I load them as such?

I like to append a (C) for customer, (V) for vendor, and uncheck the "Use display name" box
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john-pero
Community Champion
Community Champion
‎September 26, 2019 04:56 PM

Hi! I have a customer and supplier with the same name. How do I load them as such?

Desktop allows the use of a special bracket following the name e.g. {employee} and the tag displays but will not print. Online does not have that option with brackets
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Malcolm Ziman
Level 10
‎September 26, 2019 04:56 PM

Hi! I have a customer and supplier with the same name. How do I load them as such?

Desktop does not have the check box, so you have to fiddle around with brackets
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surchling
Level 3
‎March 09, 2021 06:25 PM

Hi! I have a customer and supplier with the same name. How do I load them as such?

This doesn't work with customers being imported from multiple eCommerce websites, I think QBO should have multiple point of uniqueness to create customer files.
I have single customers shopping with me in multiple currencies from multiple eCommerce websites and the name and email are the same.

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Catherine_B
QuickBooks Team
QuickBooks Team
‎March 09, 2021 07:47 PM

Hi! I have a customer and supplier with the same name. How do I load them as such?

Thanks for the suggestion, surchling.

 

While we can't save lists having similar names, you can add a special character as suggested by our AllStars. Your feedback is a way on how we can improve our system more. I'll take note of this and for your to keep posted, you can visit our QuickBooks Blog, Any feature updates are posted there. 

 

You'll want to use these links on how to handle your lists:

 

Let me know if you have other questions. Take care and have a great day!

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surchling
Level 3
‎March 09, 2021 07:59 PM

Hi! I have a customer and supplier with the same name. How do I load them as such?

@Catherine_B, with 7 billion people have a new as the only unique feature is a little/lot annoying!

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