How To Change Company Records to People & People Records to Companies

Last updated: September 3, 2026

Convert a record from a company to a person, or person to a company.

From time to time, company records end up as people records and vice versa. As an admin you can resolve this on your own!

To convert a record to the other type:

  1. On the member record in Novi, go to the Settings tab.

  2. Scroll down to the Advanced section and click the This customer is actually a person/company button.

  3. You will receive a warning message that selecting this will change the record in both Novi and QuickBooks Online. If you still wish to proceed, click OK.