Do you want to know how to change a vendor to an employee in QuickBooks? If yes, you are on the right platform. Here, we will teach you the procedure of changing roles in QuickBooks, edit names, and more. Let’s get started!
In this guide, you will read about the following ideas:
Despite the good features of QuickBooks, it does not allow you to change a vendor to the employee or the Name Type. QuickBooks only supports changing ‘Other Names’ of employee, vendor, or customer. Yet if you wish to change the vendor to employee or customer to the employee then you have to delete the original record or turn it inactive. You can also Merge Vendors in Quickbooks.
However, transactions that are associated with the record need to be inactive because the records with transactions cannot be deleted. Thereafter, you can make a new employee or vendor. Let us know more in detail about changing vendor name types.
Currently, there is no option present in QuickBooks to change the name type to another named type such as changing a customer to a vendor or changing a vendor to a customer or employee and changing an employee to a vendor or customer.
To change the name type, you can pick any of the following options that are available in QuickBooks. Here we go.
Option 1
Option 2
Note: The other name can be changed to different name types such as Customer, Employee, or Vendor. However, after the changes, it cannot be altered.
There are times when you encounter issues while editing the name type to another vendor, customer, or employer. Generally, your screen displays this error: “The name supplied already exists. Another customer, employee, or vendor is already using this name”.
If you encounter such errors, you should know the reason behind this so that you can treat the error accordingly. The error may cause due to the following reasons.
Now, if you prefer to change the display name, you can do it by signing in to the QuickBooks company file. Below are the following actions that can be followed to change the display name:
Note: You can click on Sales and then Customers in order to find the duplicates in your customer list.
This is how you can change the display names in QuickBooks. All you have to log in to the company file, choose the vendor option, and select the name to edit.
If the error still persists, it indicates that there is more than one duplicate in your customer list. In this case, you can select duplicates and inactive them. For this, you can follow the steps mentioned below.
Note: If it is not required for the profile then you can select Make Inactive. For making an existing name inactive, you need to also permit to add a new and identical name.
These are the possible ways to deal with the duplicate names in the customer list. All you have to do is find the duplicate name and edit the display name to make it distinctive.
To change employee to vendor in QuickBooks, you just have to create a New Vendor and then enter the employee’s transactions as checks. After this, you can inactive the employee.
Must Read: How to Add an Account to QuickBooks Online?
So let us start creating checks. By doing so, you can track the expenses and organize your bank statement reconciliation and checking account. You can go through the following steps to create checks.
Note: When you receive the Memo field. Enter text in the register, on reports, or print checks which include this check.
Now you can write checks in QuickBooks Online. If there are other checks to write then it would be better to insert them from the Register or download the transaction from the bank.
Once you enter the employee’s transaction to check, you can inactive the employee.
Before you make the employee inactive, you need to learn how to add and edit the employee. To do so, look for the following steps stated below:
Add an Employee
Edit an Employee
Inactive an Employee
These are the easy ways to add, edit, and make the employee inactive in your QuickBooks account. If required, you can change the inactive employee to active. Continue reading to know more.
In case you are thinking about how to make an inactive customer active in QuickBooks Online, this can be done right through the QuickBooks Settings. Go through the following steps to understand better.
Once you are done following these steps, the status of the employee will be changed from inactive to active.
As mentioned earlier, there is no delete button to remove the customer. The only way to do so is to make the customer inactive from the list so that it does not appear in the Customer contact list report.
When you use custom reports for sales make sure that there is no inactive customer in the report. You can also go through the steps.
While you change a customer to a vendor or vice versa in QuickBooks, it will change the process of automation. These changes might affect your data associated with any person. So you can store the information using notes.
In QuickBooks, you can easily change vendor name type, inactive employee, and make inactive customers active again. To make the process easier, we have provided you some information about changing the vendor to an employee or vice versa.
Apart from this, if you want to know how to import accountant’s copy in QuickBooks, you can go through this blog to understand in detail.