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V
Victor Chor
April 23, 2021
Question

May I know how do I record same company name into supplier list and customer list? It seems can’t be recorded same name into both lists

  • April 23, 2021
  • 1 reply
  • 4 views
No text available

1 reply

R
Rea_M
Level 10
April 23, 2021

You'll have to add a character or symbol to one of the company names so you can record them both as your supplier and customer in QuickBooks Online (QBO), @Victor Chor. I'm here to guide you how.

 

When you record the same company name into your supplier and customer lists, QuickBooks will display an error that the info you entered already exists. To possibly record the same name on both lists, you can alter either your customer or supplier info by adding a character or symbol. 

 

You can first add a customer to the list. After that, go to the Expenses menu's Suppliers page to add a new supplier that includes a symbol. You can refer to the screenshots below for your reference.

 

 

Also, you're able to keep your accounts, customers, and suppliers organised in QBO. To do this, you can merge any duplicate data on your list. For the complete details and step-by-step guide, you can refer to this article: Merge duplicate accounts, customers, and suppliers in QuickBooks Online.

 

I'm also including this article to further guide you in managing your business's growth using QBO: QuickBooks Help Articles. It includes topics about customers and income, taxes, and banking, to name a few.

 

Don't hesitate to comment below if you have other concerns about managing your customer and supplier lists in QBO. Stay safe and take care always.

S
saransh
June 24, 2021

Hi.

 

I believe that this is not the feature most of us need. We want to be able to use the same person/company be as our supplier for some products and be the customer for other ones. 

 

The approach provided here gives me the headache of managing 2 profiles which are actually exactly same. Moreover, I don't have the option of reporting both the parties together. I can never get a consolidated statement of the person/company, which creates a lot of issues.

 

Please help me understand why this is and whether you plan to rectify this in the future. 

M
MirriamMQuickBooks Team
QuickBooks Team
June 24, 2021

Hello there, @saransh.

 

As mentioned by my colleague @Rea_M, the option to add a list of similar names in QuickBooks Online (QBO) is not possible as it'll confuse you. As a workaround, you can add a special character or symbol to one of the names so you can save it without any error.

 

To do this, you can follow the steps provided above. Additionally, to know more about managing your customer and supplier list, see the below articles:

If you ever have questions related to your QuickBooks, just click the Reply button. I'm more than happy to help. Enjoy the rest of your day.

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