Vendors & Payees

Resolve Error: An employee or customer with this name already exists in QuickBooks. Change the name and try again.

Error Message: "An employee or customer with this name already exists in QuickBooks. Change the name and try again."

To resolve this issue, you need to change the person's name in QuickBooks Online. Update the name from [Name] to [Name] (Vendor).

Why does this happen?
When an employee leaves the organization and later returns as a contractor, their Vendor Profile name may conflict with existing information in the Docyt system. 

Steps to Change the Vendor Name in QuickBooks Online

  1. Log into QuickBooks Online.
  2. Edit the vendor name, adding "(Vendor)" to the end. (Click here to learn how to change the name of a vendor in QuickBooks Online.)

Re-sync with Docyt

  1. Log into Docyt.
  2. Select the "Expense Management" drop-down menu.
  3. Choose "Vendors" and select "My Vendors".
    image-png-Jun-13-2024-07-27-41-9088-PM
  4. Click on the vendor name to open the vendor profile.
  5. Click on the three dots and select "Re-sync".
    Resync