Hello, I accidentally assigned an employee as a vendor and cannot figure out how to edit her from vender to employee. Help?

Forum|Forum|7 years ago
November 25, 2018
1 reply
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QuickBooks Online

Rose-A

Level 10

Thanks for checking in with us, griffinandwellsc.

I appreciate you taking the time to post your question here in the Community. I can help you with converting a vendor to an employee in QuickBooks Online.

In order to convert a vendor to an employee, you'll need to make the employee with a slightly different name (maybe add the middle initial). You can either use Intuit Smith as the vendor and then Intuit L. Smith as the employee, This is to make sure that the one is never controlling the other.

Once you're done, you have the option to make the vendor inactive.

I hope this response finds you with a smile. Let me know if I can be of additional assistance. Cheering you and your business to continued prosperity.

RenaeManuel

All I want to do is convert a vendor to an employe.? Why can't I just go back to the drop down menu to switch it?

ElykaJen_A

QuickBooks Team

You can’t switch the contact type in the drop-down menu because QuickBooks treats vendors, employees, and customers as separate lists. Instead, you’ll need to set up the contact as a new employee and inactivate the old vendor to prevent duplicate entries.

Navigate to All apps > Payroll > Employees, then click Add an employee. Fill in their details, making sure to use a slight variation in the Display name as field so QuickBooks doesn’t trigger a duplicate name error. For example, if the vendor's name is Alex S, you could name the employee Alex S EE. Complete the rest of the form and click Save.

Once the employee profile is set up, you can make the old vendor record inactive to keep the books clean and preserve transaction history.

Feel free to reach out if you have any further questions.

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