Identify a payee as a customer, vendor, or both
It is important that you identify payees as customers, vendors, or both so they will be included in the correct business list in Money.
  1. Go to the Set up your payees page.
  2. In the left pane, click Payees.
  3. Double-click the name of a payee.
  4. Select the Customer or Vendor check boxes, or both.
  5. Click Done.

The name is now included in the customer or vendor list, or both.