Change vendor, customer or employee name type

The next list type available is Payment Methods. Payment methods are assigned to each customer payment, so it is essential that each payment is recognized and accepted. Clicking on the Payment Methods link will take you to the list. Many payment methods are added by default, such as credit cards, cash, and checks.

Although there are numerous fields available, the only required one is the Display name as field. Fill out as much information as necessary and click the Save button at the bottom to add your customer. You can also export your customer list to Excel or print by using the icons next to the settings. The customers list is full of information about our customers. We can get there by clicking on Sales in the left-side Navigation Pane and then clicking Customers. You will now be taken to the form where you can enter the details for the recurring transaction.

How do you pay bills using QuickBooks?

If you need an example, try using IIF with the sample files that come with QuickBooks. I’ve provided copies of those files here for you. When the install finishes, double-click the icon on your Windows desktop to open the tool hub.

• You can re-sort them in different ways.
• The keyword for the Payment Method list is PAYMETH.
• You can also export your customer list to Excel or print by using the icons next to the settings.
• When the install finishes, double-click the icon on your Windows desktop to open the tool hub.
• ClickSet Creditsand apply theBill Credityou created earlier.

You can continue to fill out the form with the relevant information for the vendor, interval, start date, end date, category details, and item details. When the bill is ready, click the Save Template button at the bottom. In Recurring Transactions, you can see the transactions that are set up to happen over and over again at intervals. This functionality is useful for paying regular bills such as rent or loan repayments.

Differences Between Name Types In QuickBooks

Click on the drop-down forLook-Inand choose the location of the backup file. Go toFileat the top menu bar, then selectOpen or Restore Company. Then, follow these steps to run the Quick Fix my File. Download the most recent version (1.5.0.0) of theQuickBooks Tool Hub. Save the file somewhere you can easily find it .

If I knew what is causing the errors, maybe I can make changes to stop have so many of them. When the install finishes, open the tool hub on your Windows desktop. If the steps won’t work, let’s suppress QuickBooks Desktop. This helps determine if the issue is with the data or the software itself. If the error continues, I suggestrepairing your QuickBooks Desktoporuninstall and reinstall QuickBooks using the clean install process.

Where to find other names in QuickBooks Online?

If Intuit does not restore Other Names, perhaps you can add a flag that would allow us to filter the «Vendor» list to just vendors. As of the moment, there isn’t an integrated way of changing the name type when converting from desktop to the online version of QuickBooks. It looks like names were never really converted to a vendor but just added to a list.

Dragging and dropping will automatically add the attachment, while clicking the paper clip icon will open a system dialogue box. Clicking on the Terms link will take you to the list. From here, you can add or edit terms.

© 2023 Intuit Inc. All rights reserved

On top of that, I recommend consulting with an accountant. They can provide additional guidance and may have another option to meet your company’s needs. Yes, the changes saved from the accountant’s copy are saved.

QuickBooks Online also has many other types of lists which are very useful. In this article, we will look at several of the remaining lists available. An.iff file can contain the list of customer messages you use in QuickBooks. The keyword for the Customer Message list is INVMEMO.

I go the quicker route and just don’t use Other Names. Some folks do get creative by using it for tracking addresses or for using QuickBooks to help track leads from specific persons. Of the names and understanding their roles can get confusing when looking at them as a whole for the first time. How can I convert my other names list to customer list? I am trying to migrate from Desktop to Online and my other names list end up on my vendor list. I want them to be on the customer list.

Re-sort lists in QuickBooks Desktop

Supposedly the software has «fixed the issue,» but obvoiusly not. It does not matter which machine I do a back up from, the client’s desktop, my MS Surface or my office desktop…. There are all sorts of reasons that items in QuickBooks end up as an «Other Name» entry. That gets frustrating when you are trying to run reports on customers or vendors and the items are missing! Then open the “Edit ” window for the desired list item to change. In the “Edit ” window, type a new name into the name field at the very top of the window.

This tool can help fix common errors right away and get back to business smoothly. It’s my priority to give you and your client the best possible experiences while working with QuickBooks Desktop . Thus, I’m here to share with you the troubleshooting steps to isolate and fix these error messages.

After creating your custom form types, you can click back on All Forms in the breadcrumb link to explore more lists. The next type of list available is for custom form styles. Creating custom form styles allows you to personalize your form styles to give your business forms more character. You can change colors, add logos, and more. Below those buttons, there is a search field where you can find specific transactions. You are able to filter your search by template types and transaction types.

Here, you have the profit and loss statement to Change up the template, Make logo edits, Try other colors, Get choosy with your font, and Edit print settings. You can get experimental with this section until you have found a design that fits your company’s style. You can create a new category by clicking the New Category button at the top of the page. You have the option of putting your category into a sub-category for better organization. We’ll start this lesson by looking at the Recurring Transactions list.

Terms can also specify discounts for early payment. You will then need to choose the transaction type. For this example, we will make a recurring bill. After selecting Bill, click the OK button.

You can access lists by clicking on the gear icon for Settings in the Heading. One of the categories that pops up is Lists. In the Lists category, click All Lists. An.iff file can contain all the information on your Item list. The keyword for an entry in the list is INVITEM. The rest of this article is a reference guide for formatting your data in IIF.