How to Move Names Between Lists

In QuickBooks Online, a single name cannot be both a Customer and a Supplier. Because the system does not allow duplicate names on these lists, you must move the transactions from one list to the other.

We recommend following these steps to convert a Customer to a Supplier (or vice versa):

1. Create a new name

   • Go to the Settings (gear icon) and select All Lists.
   • Choose Customers or Suppliers depending on which type you want to create.
   • Select New to add the name.
   • Important: Enter a name slightly different from the original (e.g., add a number or a dash like “John Doe-1”) because QuickBooks Online will not allow the exact same name to exist on both lists.

2. Run a transaction report

   • Go to the Reports menu.
   • Search for and open the Transaction List by Customer (if converting a Customer) or Transaction List by Supplier (if converting a Vendor).
   • Filter the report to show only the specific name you are changing.

3. Reassign the transactions

   • Open each transaction listed in the report one by one.
   • In the name field, select the new name you created in step 1.
   • Save the transaction.

4. Clean up

   • Once all transactions are moved to the new name, make the original name inactive.
     • Go to the Settings (gear icon) and select All Lists.
     • Select Customers or Suppliers.
     • Click the checkbox next to the old name, then select the Make inactive (batch actions) button.
   • If you want the new entry to use the original name, you can now edit the new name and remove the number or dash you added in step 1.