Next, import the file (.QBY) so your client can apply the changes to the company file. I received Accountant’s copy from a couple of clients and have discovered that they have made payments to folks that should be receiving 1099s. These people were entered as “other names” rather than vendors.
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An.iff accounting basics can contain all the information on your To Do list. The keyword for the To Do list is TODO. An.iff file can contain all the information in your Other Names list.
How do I change a vendor type in Quickbooks?
Click the Save button to start adding individual tags. Although there are only a handful of different lists on the All Lists page, there are actually many lists that can be viewed in QuickBooks Online. We’ll take a look at a few more before finishing this lesson. One more list that is available from the All Lists page is for Attachment. Following this link will take you to a list of all attachments that have been uploaded.
Select Rename from the drop-down options. Sole proprietors will typically list themselves in Other Names so they can write themselves a “Draw” upon their business. Many users will list their “Bank” as an Other Name for purposes of recording bank charges. If you don’t want to clutter up your Vendor list with all the various places you purchase using your credit card, Other Names is your answer. Repeat the same process for the rest of the vendor that need to be listed as customer. Making all payees a vendor destroys the concept of a vendor.
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Is there a way I can print out a list that would have the Others along with any payments received? Or, do I have to go through each one individually to see if any payments were made to them during the year. 4.) Other Names – You access the Other Names list by going to bottom left of the Chart of Accounts and clicking the Other Names list. Some people use this for transfers as it’s basically ‘invisible’ but why waste the time then if it’s just a place holder?
The steps listed below will help you do that. Log in to your QuickBooks and from the top of the page, click on the gear icon. Then click on account and settings or company setting. I think originally when QuickBooks was first released it was a place where we could keep the names of potential customers or potential suppliers. Of course, a half-dozen or so years back, QuickBooks added the Lead Center to track potential customers (a mini-CRM). Then, save your changes and corrections.
Taking a look at IIF
In theLast Namefield, choose a name one keystroke different from theVendorname (such as John J. Doe, if theVendorname was John Doe, for example). From theOther Nametype, select theCustomertype. Your feedback’s definitely valuable to Intuit.
You may want to add payment methods, however, such as ACH or a new credit card. In order to add a method, click the New button at the top of the Payment Methods list. Once created, you can edit a recurring transaction by clicking Edit in the Action column.
Once all transactions are edited/added, delete theCustomer name. Run a Transaction List by Customer report to get the accounts, dates and amounts attached to the customer. Edit each transaction linked to the vendor, and then save them to the new Employee name. Delete all paychecks that are listed under the Employee’s name and recreate them as checks to the Vendor’s name. Open the Windows Explorer by pressing Windows + E keys and navigate to the folder mentioned on the Product Information window. Locate and right-click on your QuickBooks Company File.
This absolutely does NOT answer the question about what the error codes mean!! This is a simple question which should have a very simple answer. Why QB refuses to divulge the code meanings is beyond me. If this is not the case, I suggest running a clean install. This fixes any company files issues.
To reduce clutter and increase accounting clarity, we suggest exporting merchant names directly to QuickBooks ‘ Other Names list instead. We’ve also seen that QuickBooks Online has given us a very standard way to add items to our lists. They usually put buttons in the same place and each list has an Action column where we can perform common functions.
Also, they’re carried over the client file transfer. You’ve got your company’s best interest in mind. You can rest assured that we will work closely with you to create actionable business plans and accurate financial reporting.
It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit’s Product Updates webpage. If necessary, attach a file with your Camera () icon. Please know that we are always here if you have follow-up questions. At the moment, we don’t have any updates when the Other names feature will be added in QuickBooks Online.
- If still the same, you can restore your most recent backup copy.
- Select the Include Inactive checkbox.
- Your feedback’s definitely valuable to Intuit.
- If this is not the case, I suggest running a clean install.
- When the install finishes, open the tool hub on your Windows desktop.
You will need to come up with a Template Name, such as ‘internet bill’ or ‘water bill’. An.iff file can contain the list of payment methods you use in QuickBooks. The keyword for the Payment Method list is PAYMETH.
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I appreciate you for sharing the error codes you received, Kathy. There are two options available if you need to change a name type. Run a Transaction List by Vendor report to get the accounts, dates and amounts attached to the vendor. The steps you take next will depend on whether or not you created paychecks and shouldn’t have. Vendors are people or companies that you owe money to or subcontractors that work for you. You can use the vendors tab to add and track them.
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