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

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

Written by Jenn Norman, CAE

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.

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