Changing a customer to a vendor in QuickBooks & Memorial Day

I used quick add feature and added a person as a customer and they should have been a vendor.  What can I do to fix that? 

Well, there is no easy, one click answer within QuickBooks.   You will need to create the vendor first, use the same name with "-new" after the name.  Don't forget, QuickBooks will not let you have a vendor and a customer with the same name.  

Click photo to enlarge

Click photo to enlarge

Next run a quick report on the customer for all dates and move the transactions to the new  vendor with the "-new" name.  Once all transactions are removed, you can delete the customer and remove the -new.

Those are the steps. 

Since today is Memorial Day, it is a time we need to think about our veteran's that helped us be the great country that we are.  A special thanks to our veteran's past and present, especially the ones overseas fighting for our country right now. 

Lynda

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