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January 20, 2019
Question

In QuickBooks Online, is there a way to bulk change an employee, and its transactions, and make it a vendor?

  • January 20, 2019
  • 1 reply
  • 4 views
No text available

1 reply

lynda11_2
Level 5
January 20, 2019

Hello @tscoller:

 

No.  You would need to delete all transactions.  Make the employee inactive and create the vendor and recreate the proper transactions for that vendor.  The vendor name will need to be different than the employee name, so before you make the employee inactive, add a Mary Smith-Do not use to the name.

 

Lynda

September 30, 2020

Alternatively, you can just change the name field. Replace the Employee name with newly created vendor name and all the transactions will then appear in that newly created vendor's name.