Other Actions for Customers Vendors Help

customer name field

Once you enter the employee’s transaction to check, you can inactive the employee. Vishal Sanjay is a content writer with a passion for finance, business, and investments. With a background in accounting, he revels in digging deep into complex topics to create elegant and engaging articles that inspire readers to take action.

Skip this business forecasting if you’re using an Excel file in the same format as the QuickBooks Pro Vendor Import Template. Under Select the type of data you want to add to QuickBooks, select Vendors. Read our complete review of QuickBooks Online accounting software to learn more about the powerful features of this cloud-based tool. Every spreadsheet column equates to a field you want to import into QuickBooks Online, and each row contains details about an individual vendor.

Adding More Customer Contacts

First of all, Click the Import available on the Home Screen. For selecting the file, click on “select your file,” Alternatively, you can also click “Browse file” to browse and choose the desired file. You can also click on the “View sample file” to go to the Dancing Numbers sample file.

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Now, in theCredit Amount field, add the refund amount. Your screen will prompt an error if the available vendor credits are less than the amount entered. This article will walk you through steps to apply vendor credit in QuickBooks online. Did you know that you can really bulk add vendor names in QuickBooks Online? By using the month-end review in QuickBooks Online and constantly see the long list of transactions without payees? Now those lists can be reduced in bulk with mass edits by adding vendor names when necessary.

Watch on your big screen

In this situation, the customer simply acted as a vendor by performing services for the company. You can view the recent activities of the customers/vendors as a timeline in the bottom right side of the page. I founded Lend A Hand Accounting because I believe accounting and bookkeeping services should be affordable, efficient, and flexible. We use flat fee pricing, which makes our accounting services a comfortable fit for any budget. At Lend A Hand Accounting, we’ve found a formula that really works! You select the accounting services you need, and control when you want to start or stop services.


Changing a particular employee to vendor will alter the automated processing you can use with regard to the specific company or individual. Every vendor registered in QuickBooks is equipped with a notepad to which you can edit or add notes. Click the “Address Info” tab and select “Additional Info.” Provide all of the required information and include optional default expense accounts in the Account Prefill tab. Click “OK” to save and close the new vendor information. Now that you have finished setting up your customer’s address details, click on Payment Settings on left of New Customer window.

To add notes about a lead, first select the lead in the Lead Center’s list. Next, click the Notes tab at the bottom right of the Lead Center, and then click Add Notes. In the “Note For ” dialog box, type the information you want to record. For example, you might specify the particular products or services that lead is interested in or her budget.

‘Duplicate Supplier Name Exists’ Error

Or, you can also make the present employee name inactive prior to making a new one of the vendor type. The vendor type is for any company or person from where the company buys goods or services. On the other hand, the customer type is for individuals or companies paying businesses for serviced or goods. Not to mention, QuickBooks also offers the Other Names category for certain cases where the preset names are not applicable or appropriate. The Sales by Customer Detail report initially totals income by customer. To subtotal income by customer type , click Customize Report in the report window’s button bar.

All the information you’ve entered for your customers is stored in the Customer Information pane. This is the pane you see on the right in the Customer Center when you click on the Customers & Jobs tab in the left pane. You will then see the Edit Customer dialog box. Click on the Additional Info tab, then select a type from the drop-down list. You can also select Add New from the drop-down list to add a type. Click the Customers button on the Home page to go to the Customer Center.


For example, once you have created a check to pay a vendor, that vendor cannot be deleted. However, the vendor can be made inactive so that they don’t appear in the Vendor Center. The first row in your spreadsheet should be a label for each column, but the labels don’t have to correspond to the exact field names in QuickBooks Online.

Current RMS is trying to https://bookkeeping-reviews.com/ a new linked customer, but there’s already a customer, vendor/supplier, or employee in QBO with the same name as this organization. It sounds like you’re creating an organization in Current RMS and have the “Create a linked QuickBooks customer when creating an Organization? If your QBO account has “Custom transaction numbers” turned on, you’ll need to make sure that your invoice numbers don’t overlap with those in Current RMS. To resolve, head to the organization page in People & Organizations and edit it. In the “Linked QuickBooks Customer” field, enter the name of the customer in QBO that you’d like to link this organization to.

Follow the steps and you can easily be able to add, edit, or inactive the employees in QuickBooks Online without subscribing to payroll. If you are facing an error continue, then there might be more than one duplicate in the customer list. You can select duplicate or do it inactive (if you don’t have a requirement).

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The Leads list on the left shows the leads’ names and status. And because leads don’t have transactions, the tabs at the bottom of the Lead Center focus on to-dos, contacts, locations, and notes. Hiding customers, jobs, and vendors isn’t about barricading them in a conference room when the competition shows up to talk to you.

If your company spans multiple regions, offices, or business units, classes can help track business performance. If you don’t have time to add types now, come back to this section when you’re ready to learn how. Customer, job, or vendor record in QuickBooks and assign the new currency to it.

Don’t use internal names like “Sally Jones – Novi record” for records inside of Novi. Remember, there are lots of places on your website where that name could be displayed. How to resolve conflicts between member record names and employee names.

Now you have learned how to apply vendor credit on QuickBooks. You have trailing spaces in your customer ID. “Interact ” vs “Interact”. QuickBooks will remove the trailing space, while ConnectWise will keep it. When you try to import the data from QuickBooks Desktop or while you turn on the payroll after you add employees in QuickBooks online. It’s also fast and easy to import your vendors into QuickBooks Pro, the QuickBooks accounting desktop application.

Then click “Select your file” from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.