How To Change Other Names List Quickbooks

QuickBooksHelp Intuit

Moving names from one listing to another

SOLVED • by QuickBooks • QuickBooks Online• 150 • Updated March 17, 2022

Change an Employee to a Vendor

1. Set up a new Vendor name (QuickBooks Online doesn't allow duplicate names):
2. 1. Go toGet paid & pay and select Vendors ( Have me at that place ).
   2. Select New Vendor at the top right
   3. In the Full Name field, choose a name one keystroke dissimilar from theEmployee name (such as John J. Doe if the Employee name was John Doe, for instance).
   4. Enter the rest of the contact information.
   5. Select Save.
3. The steps you take next will depend on whether or non yous created paychecks and shouldn't have.
4. • If you didn't create paychecks:
     1. Edit all transactions listed under this person'south Employee name and change them to their new Vendor name.
     2. Delete this person'due south Employee name if desired.
     3. Edit this person'south Vendor name if desired.
   • If you created paychecks for this person and shouldn't have:
   • 1. Delete all paychecks that are listed under the Employee'south name and recreate them as checks to the Vendor'south name.
     2. File whatever necessary amended returns.  If yous withheld taxes and shouldn't have, yous may need to refund this person and talk to any agencies you made payments to for a refund.

Alter a Vendor to an Employee

1. Gear up a newEmployee name (QuickBooks Online doesn't let indistinguishable names):
   1. Go to Payroll and select Employees ( Take me in that location ).
      1. In the summit right of the page, selectAdd together an Employee.
   2. In the Full Proper name field, choose a proper noun one keystroke different from the Vendor proper name (such equally John J. Doe if theVendor name was John Doe, for example).
   3. Enter the rest of the contact information.
   4. Select Save.
2. Your next steps will depend on your situation.
   • If this person should accept received paychecks but they were created as regular checks under their Vendor name:
     • Run a Transaction List by Vendor report to get the accounts, dates and amounts attached to the vendor.
     • Edit each transaction linked to the vendor, and so relieve them to the new Employee proper noun.
     • Once all transactions are edited/added, delete the Vendor name.
     • Edit the Employee name, if needed.

Modify a Customer to a Vendor:

1. Set up a new Vendor name (QuickBooks Online doesn't permit duplicate names):
2. 1. Go to Go paid & pay and select Vendors ( Accept me there ).
   2. Select New Vendor at the top correct
   3. In the Full Name field, choose a name one keystroke different from theCustomer name (such as John J. Doe if theCustomer name was John Doe, for case).
   4. Enter the residue of the contact information.
   5. Select Salve.
3. Run a Transaction List by Client report to get the accounts, dates and amounts attached to the customer.
4. Edit each transaction linked to the customer, and so save them to the new Vendor name.
5. One time all transactions are edited/added, delete theCustomer name.
6. Edit the Vendor proper noun, if needed.

Change a Vendor to a Customer:

1. Set up a newCustomer proper noun (QuickBooks Online doesn't allow duplicate names):
2. 1. Get to Become paid & pay and select Customers ( Accept me there ).
   2. Select New Customer at the height right
   3. In theLast Proper name field, choose a proper name 1 keystroke unlike from theVendor proper noun (such as John J. Doe, if theVendor name was John Doe, for example).
   4. Enter the rest of the contact information.
   5. Select Salve.
3. Run a Transaction List by Vendor report to get the accounts, dates and amounts attached to the vendor.
4. Edit each transaction linked to the vendor, and so save them to the newCustomer name.
5. In one case all transactions are edited/added, delete the Vendor name.
6. Edit theClient proper name, if needed.

You must sign in to vote, respond, or post

QuickBooks Online Advanced QuickBooks Online Essentials QuickBooks Online Plus QuickBooks Online Uncomplicated Start

Source: https://quickbooks.intuit.com/learn-support/en-us/help-article/vendor-list/moving-names-one-list-another/L7pY3pNEB_US_en_US

Posted by: lopezthapt1997.blogspot.com

Share this post