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faiz-faizco-com
Level 1
posted
‎December 25, 2022 06:53 AM
last updated ‎December 25, 2022 6:53 AM

Can I change the status of a customer from customer to supplier?

I have inadvertently marked a shareholder of the company as customer.   How can correct this error?
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1 Comment 1
Kevin_C
QuickBooks Team
QuickBooks Team
‎December 25, 2022 08:30 AM

Can I change the status of a customer from customer to supplier?

Thanks for sharing the details of your concern, faiz.

 

In QuickBooks Online (QBO), you cannot directly change the customer to a supplier. However, you can make the incorrect customer inactive instead and accurately recreate it as a supplier. Let me show you how:

 

  1. Go to Customers & leads and select the Customers tab.
  2. Tap the customer's name to open their profile.
  3. Click the dropdown under the Action column.
  4. Select Make inactive and confirm by clicking Yes.
    image.png

 

Once done, you can now proceed to add a shareholder of your company as a supplier.

image.png

 

Additionally, you may refer to this article on how to view all sales transactions and its status on the Sales page: View sales transactions.

 

If you need further assistance with changing your customer to a supplier in QuickBooks, please let me know in your reply. I'm always ready to help you out. Stay safe and have a great day!

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