There is no choice in QuickBooks to change a name type from customer to vendor. It’s dependent upon you to additionally characterize and order vendors into types depending on the necessities of your business.

Since there are some limitations with QuickBooks and this is one of them. You cannot directly change the customer to the vendor but we have some alternative solutions that can help you out.

Firstly you should be very clear with the concept of the customer and vendor relationship in the QuickBooks. Let’s take a quick overview. Customer is the one who pays the vendor for the services or the products whereas the vendor is someone who provides or offers the products and services to the customers.

Are you looking forward to the information about QuickBooks Change Customer To Vendor?? But have not got much information and you are not able to fix it out. Here is the detailed information so that you can implement it on your own. In case, you are stuck or need any kind of assistance then do connect with the QuickBooks helpdesk team. As we at smbaccountants.com are available 365 days a year to help you by providing all the solutions for your issues or queries. Feel Free to Chat with Us or Call on +1866-5400-865

1. Method One: How to Change Customer to Vendor or Employee name type?

As of now there is only the change name option in QuickBooks but you can also change the name type by following the steps provided below:

Total Time: 2 minutes

  1. Login Quickbooks

    Open your QuickBooks software.

  2. Delete The Name

    Go to the customer tab and delete the name.

  3. Recreate The Name

    After that recreate the name under the appropriate name type.But this can only be done if there is no transaction corresponding to that name.

  4. Navigate to Center Tab

    Now navigate to the Center tab like the Customer Center, Vendor Center, or Employee Center to see where the name exists currently.

  5. Last Step

    Next you need to locate the name, right click on the name and select the delete command.

Read This: How to record a refund from a vendor in QuickBooks

2. Method Two: Change Customer to Vendor

  • Open your QuickBooks software.
  • Go to the customer tab and make the name inactive.
  • After that you need to recreate the name under the proper name type. You can use this option if there are transactions corresponding to that name.
  • Now navigate to the Center tab like the Customer Center, Vendor Center, or Employee Center to see where the name exists currently.
  • Next you need to locate the name, right click on the name and select the make [Customer:Job/Vendor/Employee] inactive command.
Note: Once the change has taken place, the name type cannot be altered again.

Issues Faced While Changing Customers To Vendors

  • The name you are entering already exists. Another customer, vendor or employee is already using this name. Please use a different name.
  • QuickBooks Customer and vendor name suddenly disappears.

How to Resolve QBWin.log: Verify list. Duplicate name encountered

Troubleshooting will list all the damages that are there in your QuickBooks company file and after verifying it will display Verify list.

Duplicate names encountered error so to resolve this follow the steps provided below:

1. Step One:

First of all you need to find all the duplicate names with the help of QBWin.log file.

  • Search for the QBWin.log or QuickBooks.log files.
  • Then you need to press the Ctrl + End key to go to the bottom of the file.
  • Next press the Ctrl + F key to open the Find window and search for “duplicate” word in the log.
  • Further find the name, account, customer message, etc. that was referenced in the error message.
  • After that you need to use the Master Name List for finding the duplicate names.
    1. Firstly go to the Banking menu and select the Write Checks/Cheques option.
    2. Then click on the Pay option and press the Ctrl + L key to open the Master Name List.
    3. Next choose the Include inactive checkbox to see the active and inactive names.
    4. Further click on the Name heading to sort the name in alphabetical order, regardless of type.
    5. After that check for names having same spelling.
  • Now make use of your regular lists for finding templates, accounts, items etc. 

Read This: How to Delete a Deposit in QuickBooks?

2. Step Two:

Edit the duplicate names and run the verify data utility tool to get the assurance that there are no duplicate names left.

Infographic to QuickBooks Change Customer To Vendor or Employee

For more information on QuickBooks and related software, you can contact our SMB tech support team on Toll Free Number smbaccountants.com they will provide you the easiest and best solution for any of your query. We have very knowledgeable and skilled professionals who have immense knowledge and can guide you instantly.

FAQs

  1. Will a customer be a vendor in QuickBooks?

    The answer is No, customers, and vendors both are apart from each other. All they are independent of one another in QuickBooks accounting software. That implies there isn’t any approach to applying a vendor credit to a customer receipt.

  2. Is there any path to categorize vendors?

    ๐Ÿ’  From the left panel, you have to open theย  Reports and click on it.
    ๐Ÿ’  Now, you have to look down to the Expenses and Vendors fields.
    ๐Ÿ’  Then, you have to locate and open the “Vendor contact list report”.
    ๐Ÿ’  If there is other data you need, hit the click on the “Customize” button.
    ๐Ÿ’  After that, you are all set to click on the Run Report to categorize the vendors.

  3. How would I change my vendor payment in QuickBooks?

    ๐Ÿ’  You can easily change a vendor payment method as per your preference.
    ๐Ÿ’  First of all, open Expenses and choose the “Vendors” from the drop-down menu.
    ๐Ÿ’  Now, you have to locate and choose a “Vendor” option to open it.
    ๐Ÿ’  After that, check the flag on top and choose likewise: For solicitations: you have to choose theย  “Manage Invite” option.
    ๐Ÿ’  For the manual bank section: you have to choose the” Change payment method” to check.


Further Reading