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Re: How to Create Accounts for Vendors Who are Also Customers

Is there a way to display/search all the vendors that share very similar names with customers?

I'm working in a company file with where there are several people that are both customers & vendors, with slightly different versions of their names for each, and occasionally a transaction is assigned to the wrong one.  This happened once with a vendor that receives a 1099, and it wasn't showing properly because one of the payments was incorrectly listed under the customer version of the name, and its something I need to doublecheck before creating 1099s.

 

So any kind of report that could list all customer/vendor/othernames that share a first name or share a last name kind of thing?