Why is a supplier appearing in my customer list?

The Portal Genie imports customer information from your connected accounting software.

Suppliers would normally be excluded from the client import and should not appear in your Portal Genie customer list solely because they are a supplier.

What should I do if a supplier appears as a customer?

If you notice a supplier appearing incorrectly in your customer list, please contact The Portal Genie support team.

Provide the name of the supplier or customer record that is appearing incorrectly so the team can investigate whether the record is being correctly classified during the client import.

See Contact to reach the support team.

Should I delete the supplier from my accounting software?

Do not delete or modify accounting records solely to remove them from The Portal Genie without first determining why they are being imported.

The Portal Genie team can investigate the import behaviour and determine whether the supplier is being incorrectly included.

For more on managing your customer list, see Can I hide or archive customers in The Portal Genie?.