Change Name Type Vendor, Customer or Employee in QuickBooks Desktop

The kind of sophisticated software QuickBooks is, allows you to do everything that is possible under the sun in the field of accounting. In one of the rare scenarios, if a client is a customer today then he can be your employee or a vendor tomorrow, and vendor become to a customer or employee and employee become to a vendor or customer need to change names from one to another list.

From Old to New Moving or Change Names from One List to Another in QuickBooks Desktop

If you have gone through such a scenario then your accounts must depict this change. Know how to change names of employee to vendor, vendor to an employee, customer to vendor, or vendor to customer.

A. Change an Employee to a Vendor

• Create a new Vendor name.
  • Then you have to go to Get paid and pay and then you have to select Vendors.
  • In the upper right corner, you have to choose New Vendor.
  • Select a name in the Full Name field that differs by one keystroke from the Employee name (e.g., John J. Doe if the Employee name was John Doe).
  • Fill in the remaining contact details.
  • Then you have to choose Save.

• The steps that you take will depend on whether or not you have created paychecks and shouldn’t have.
  • If you haven’t created paychecks:
    • Change the vendor name to this person’s new one and edit all transactions that are recorded under their employee name.
    • If you would want, change this person’s vendor name.
  • For this person if you created paychecks and shouldn’t have.
    • You have to delete all the paychecks that are listed under the employee’s name and then change.
    • File any revised returns that are required.
    • You could have to refund this person and request a refund from any agencies you sent money to if you withheld taxes when you shouldn’t have.

B. Change a Vendor to an Employee

• Create a new employee name…
  • You have to go to Payroll and then you have to select Employees.
    • Select Add an Employee that is in the top right of the page.
  • Click on Add an Employee in the upper right corner of the page.
  • Select a name in the Full Name field that is one keystroke apart from the Vendor name (e.g., John J. Doe if the Vendor name was John Doe).
  • Fill in the remaining contact details.
  • Choose Save.

• What to do next will depend on your situation.
  • If paychecks under this person’s vendor name were created as regular checks even though they should have been given to them:
    • Get the accounts, dates, and amounts attached to the vendor by running a Transaction List by Vendor report.
    • After making changes to each transaction linked with the vendor, save them under the new Employee name.
    • Delete the vendor name after all transactions have been added or updated.
    • If necessary, you have to edit the employee’s name.

C. Change a Customer to a Vendor

• Create a new vendor name…
  • Then you have to go to Get paid and Pay and then you have to select vendors.
  • From the top right, choose New Vendor.
  • Select a name (John J. Doe, for example, if the customer’s name was John Doe) in the Full Name area that is one keystroke different from the customer’s name.
  • Put the remaining contact details in and then select Save.

• Run a Transaction List by Customer report to obtain the customer’s associated accounts, dates, and amounts.
• Modify every transaction linked with the customer, then save them under the new Vendor name.
• Delete the Customer name after editing or adding all transactions.
• If necessary, change the vendor name.

D. Change a Vendor to a Customer

• Create a new customer name…
  • Now you have to go to Get paid and pay and then you have to select Customers.
  • At the upper right, you have to select New Customer.
  • Select a name in the Last Name column that is one keystroke apart from the Vendor name (e.g., John J. Doe if the Vendor name was John Doe).
  • Now you have to enter the contact details that are remaining
  • Lastly, click on Save.

• Get the accounts, dates, and amounts that are linked with the vendor by running a Transaction List by Vendor report.
• After making changes to every transaction linked with the vendor, save them under the new customer name.
• Delete the vendor name after all transactions have been added or updated.
• If necessary, then edit the customer’s name.

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Change Vendor, Customer or Employee Name Type

As of right now, QuickBooks only allows you to change the name type from other names changing a customer to a vendor or employee, vendor to a customer or employee, or employee to a vendor or customer.

If you want to change the name type, you have two choices.

Choice 1: Remove the name and add it again with the correct name type. If there are no transactions for the name, this is effective.

• Navigate to the Center (either Employee, Vendor, or Customer Center) where the name is presently registered.
• To delete the name (Customer: Job/Vendor/Employee), right-click on it and choose Delete.

Choice 2: Recreate the name under the correct name type and make the name active. If the name is connected to any transactions, select this option.

• Navigate to the Center (either Employee, Vendor, or Customer Center) where the name currently exists.
• Choose Make (Customer: Job/Vendor/Employee) inactive by right-clicking on the name.

This completes the solution to your query on change vendor, customer or employee name type in QuickBooks Desktop. For any customized help, talk to our QuickBooks experts and get your QuickBooks issue sorted on the phone You can even give us a call at our QuickBooks consultant USA, Canada, and the UK and talk to our experts now.

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