When I first set up our accounts the Bank, mortgage co, was set up in error as employee, the payments and history are listed in the employee account. How do I re-set the bank(name) from employee to vendor/other and not lose history???
You can't just change an employee to a vendor. Rename the 'employee' name (like bank - old) and add a new vendor for the bank. Then, edit the transactions to select the new/proper vendor name. Then you can delete or make inactive the old employee name.
PLEASE mark this answer as solved (click the button under the answer in the lower, right corner) or post additional questions. Thanks so much!!!
Michelle L. Long, CPA, MBA
Author of the book "Successful QuickBooks Consulting: The Comprehensive Guide to Starting and Growing a QuickBooks Consulting Business"
National Trainer for Intuit Trainer/Writer Network
Advanced Certified QuickBooks ProAdvisor
