Level 1

Is there anyway to make customers into vendors ?

The person who set up the Quick Books did it wrong and now in order to 1099 people i need to make them vendors rather than customers . I've read to book and asked google and i cant delete the customers and it wont take duplicate names . I also need to do it with employees need to be changed to vendors.

Solved
Level 15

Reports and accounting

no there is no way to just transfer a customer to a vendor

you will have to edit the customer name and change it slightly, (add a period)

then create the vendor with the legal name (QB does not allow for duplicate names)

View solution in original post

Level 15

Reports and accounting

"and it wont take duplicate names . I also need to do it with employees need to be changed to vendors."

Set up the Vendor Names and use Braces, like this:

Smith, John {V}

Now edit the Checks you made payable to Customer name or Employee Name versions of people that really are Vendor Names subject to 10909-Misc and Change the payee name there. Once the Old Version of the name has nothing assigned, you can delete it.

Keep in mind: A business or person might be Both customer and vendor for you; that is common in "they do business with us and we do business with them" or "We sell through them and they keep a Commission, and I just learned the Commission needs to be entered as Paid to a Vendor Name."

For employees, their name is Fine on regular checks = Look in the payroll center at the transactions that are "non-payroll" such as, you reimbursed them for Donuts or Printer paper or paid Mileage under and Accountable plan = That does not turn them into Vendor Names, additionally to being Employee.