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Customer who we provide services for but we use them as subbies too. how to enter?
Hello. I have a customer that we invoice for services. They also sub-contract for us. Do i have do create both a customer and supplier to match up the banking transactions from when we paid them?
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Manage Customers and Income
Hi there, @DCPHoward,
Yes, you can create separate accounts to track expenses or sales for anyone who is a supplier and a customer. However, QuickBooks has limitations with duplicate names, where it only allows entering them once, even if they are on different lists.
There are several workarounds for this, see items below:
- Enter any codes into the “Suffix” field of the customer profile. This method ensures the name still shows up alphabetically on the Customer List.
- Add a middle name (or initial).
- Use a nickname for the customer accounts.
- Another trick is adding symbols for customer names, which makes the variation more visually distinct and subtle on a name list. Do not alter the supplier's name because it might affect your tax reporting.
Just in case, I'll be adding these articles for future reference:
Reach out to me if you have any other issues or concerns by leaving a comment. I want to make sure everything is taken care of for you. Take care!