Hi guys, I've got a vendor who I normally buy from, who has purchased from me...how do I change them to a customer so that I can send them an invoice?

Hi cvhammond,

Rather than change them from a supplier to a customer, you will need to add them as a customer in addition to being a supplier. You can do so by:

1. Select the Sales tab, then Customers.
2. Select the New customer option.
3. Enter in the information as needed. Keep in mind that QuickBooks Online is unable to have a supplier and customer with exactly the same name. If you would like them to be as close to matching as possible, simply adding a full stop to the customer name is enough of a change. Then select Save.

Now you'll be able to create invoices for them as a customer. Feel free to reply if you have further questions as I'm here to help!

-Kass