PS Help: Practice Manager
Page tree

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Next »

https://help.myob.com/wiki/x/EY-MAQ

 

 


 

 

Close

How satisfied are you with our online help?*

Just these help pages, not phone support or the product itself

0
1
2
3
4
5
Very dissatisfied
Very satisfied

Why did you give this rating?

Anything else you want to tell us about the help?

Changing suppliers to contacts

Accountants Enterprise only

Suppliers with unpaid bills cannot be converted to contacts. All bills must be fully paid before converting a supplier to a contact.

To convert a supplier to a contact

  1. Find and open the supplier.


    2. See Finding and opening suppliers.
    The Supplier page opens on the Main tab by default.

  2. Click Convert to contact on the Tasks bar.


    3. The Convert Supplier Confirm message is displayed.

  3. Click Yes.


The supplier is converted to a contact. The Contact page for the converted supplier is displayed.

Related topics

Finding and opening suppliers

Changing suppliers’ names and codes

Closing suppliers

Deleting suppliers

Re-opening suppliers
Related topics

Was this information helpful?

Yes
No

Why not?



That's no good. Try searching the help again. Or maybe the community forum can help answer your question.

Sorry to hear that. Maybe our community forum can help.

How would you improve this page?

Unfortunately, we won't be able to respond to your feedback. Please don’t enter any personal information—if you need urgent help, contact our support team instead.

Thanks for your feedback.

Thanks! Anything you'd like to add?

We’d love to know what worked so we can keep improving our help. Please don’t enter any personal information—if you need more help, get in touch with our support team.

  Overview

  Using Practice Manager

  Clients and contacts

  Employees

  Suppliers

  Assignments (AE)

 

  Timesheets, disbursements
and expenses

 

  Billing

  Debtors

 

 

  Bookkeeping

 

 

  Other topics

practiceSolutionsHelp
Accountants and Partners
Practice Manager
AE Practice Manager (AU)
AE Practice Manager (NZ)
AO Practice Manager (AU)
AO Practice Manager (NZ)
Australia
New Zealand

Copyright 2023 MYOB Technology Pty Ltd. All rights reserved. This help topic is provided as a guide only, in accordance with our Legal Disclaimer.
For specific taxation or accounting advice, please consult the relevant tax authority or regulator.