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orders3
Level 1

How do I change the "Print Name as" for a "other list name"?

How do I change the "Print Name as" for a "other list"-name.?  I have other name list and the "print Name as" for the check is correct, I don't know where to go to update the "Print Name as" on check ?

Solved
Best answer December 10, 2018

Best Answers
qbteachmt
Level 15

How do I change the "Print Name as" for a "other list name"?

It's the first line of the Name and Address "label block" when you Edit (double-click) that name.

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22 Comments 22
qbteachmt
Level 15

How do I change the "Print Name as" for a "other list name"?

It's the first line of the Name and Address "label block" when you Edit (double-click) that name.

tandjpizani
Level 1

How do I change the "Print Name as" for a "other list name"?

How do i make another list for labels as other name

qbteachmt
Level 15

How do I change the "Print Name as" for a "other list name"?

"How do i make another list for labels as other name"

Lists are made from Reports menu > List Reports.

Labels are made from File menu > Print Forms, Labels. For the "Name" radio button, select All Other Names.


frontdesk1040
Level 1

How do I change the "Print Name as" for a "other list name"?

Click on your vendor and go to payment settings and it will allow you to change the print as name on the check.

qbteachmt
Level 15

How do I change the "Print Name as" for a "other list name"?

For the "Other Names List" and for Customer Names, it comes from the First line, in the address block.
Mike29
Level 1

How do I change the "Print Name as" for a "other list name"?

Simply change the "Customer" field to the customer name only in the credit memo PRIOR to using the credit to process refund check.

qbteachmt
Level 15

How do I change the "Print Name as" for a "other list name"?

For "Other Names List" it is the First Line of the address block, which looks like the mailing label. For Customers, it also is the First Line of the Bill To Address, which also looks like a mailing label.
Sooner73
Level 1

How do I change the "Print Name as" for a "other list name"?

Is there a way to make each account default to the "Print As" ?

Sooner73
Level 1

How do I change the "Print Name as" for a "other list name"?

Is there a way to make this "Print As" a default?

GraceC
QuickBooks Team

How do I change the "Print Name as" for a "other list name"?

Hello there, @Sooner73.

 

You can set up a default printer for the different kinds of transactions. 

 

Here's how:

  1. Go to File.
  2. Choose Printer Setup.
  3. Click the Form Name drop-down arrow, then choose a transaction.
  4. Click the Printer name drop-down arrow, then choose a printer.
  5. Click OK.

If there's anything else I can help you with, please don't hesitate to reach out.

 

kprescott
Level 2

How do I change the "Print Name as" for a "other list name"?

Is there a report that will print the "Print as" name??  We need to create a positive pay file for our bank and when the payee name is change on the check it does not print on any report that I can find.

ShiellaGraceA
QuickBooks Team

How do I change the "Print Name as" for a "other list name"?

Thanks for joining the thread, @kprescott.

 

I'll share the steps on how to get a report that'll help you view the "Print as" names. You can do it by pulling up a check detail report. 

 

Here's how:

 

  1. In your QuickBooks, go to the Reports menu at the top and then choose Banking.
  2. Select Check Detail on the list.
  3. Click the Customize Report button at the top menu. Type "Name Contact" on the Search Columns field and put a check mark before it.
  4. Tick OK. Please see the attached images below.

After hitting on the OK button, the "Print as" names will show under the name contact column. Need help in customizing reports? Check out this guide: Customize reports in QuickBooks Desktop.

 

You can also visit this link to check our general reports and accounting topics with articles that'll help you with your other report tasks.

 

Let me know if you have other questions about reports. I'll be around to assist you every step of the way. Take care and have a nice day ahead.

 

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kprescott
Level 2

How do I change the "Print Name as" for a "other list name"?

Unfortunately that did not work.  I can see the "Print As" on the check and added the Name Contact to the report and it did not pull the Print As name to the report.

 

MaryLandT
Moderator

How do I change the "Print Name as" for a "other list name"?

Yes, the Print As will only appear on the check form, kprescott.

 

QuickBooks uses the display name on your reports, not the print name.

 

You can visit the Targets vs. Sources overview page to learn how the system builds transactions and what data are displayed on your reports.

 

As another workaround, you can always use the Memo field to add important details that matters to your vendors. This field will appear on the report when you filter it. 
memofield.PNG

 

Let me know if there's anything else you need when printing checks in QuickBooks Desktop. I'm always right here to help.

kprescott
Level 2

How do I change the "Print Name as" for a "other list name"?

How do other companies pull a positive pay file without having a report that pulls the Print As name??  Currently i either have to click on each vendor payment / check in the report to see if the check was issued to another name and then manually change.  I did find where i could use another field (email name) for the Payee which i can copy but this seems very inefficient if the name is on the check.

katherinejoyceO
QuickBooks Team

How do I change the "Print Name as" for a "other list name"?

I understand the need to pull a positive pay file pulling up a report that has the Print As name, @kprescott

 

As a workaround, you can create a custom field in the vendor profile in the additional info tab. From there, enter the Print As name for your vendor. 

 

Here's how: 

 

  1. Go to the Vendor menus, then select the Vendor Center.
  2. Double-click any profile on the list to open and edit it.
  3. Select the Additional Info tab. Then select Define Fields.
  4. Name your custom field in the Label column.
  5. In the Use for column, select the checkbox to add the custom name field to vendor profiles.

 

Once done, you can run a Vendor Contact List report. Then, add the name in the report.

 

For future reference, read through this article: Customize reports in QuickBooks Desktop. It helps you learn about how to use filters so you can get the details you want in a report. 

 

Feel free to visit again if you have additional questions. We're always here to help. 

lataxman67
Level 1

How do I change the "Print Name as" for a "other list name"?

Okay, this is ridiculous!  QB already has a "Print name on check as" field in the Vendor file and a "Print on Checks as" field in the Employee file.  Why are we not able to access these fields in reports???

JasroV
QuickBooks Team

How do I change the "Print Name as" for a "other list name"?

I get your point, @lataxman67.

 

Having the option to add the "Print As" field to your report isn't possible in QuickBooks Desktop (QBDT).

 

I recognize having this field to show in your report is beneficial to your business. As a way around, you can export your Check Detail or preferred report to MS Excel and add a Print As column from there. Let me show you how:

 

  1. Go to the Reports menu.
  2. Hover to Banking and select Check Detail.
  3. Click Customize Report from the top menu and filter it based on the data you need, then click OK.
  4. Select the Excel drop-down menu, and click Create New Worksheet.

 

You can also see this article for more details: Export reports as Excel workbooks in QuickBooks Desktop.

 

Once exported, manually click the check transaction in your report for reference to view the Print As field. You can also consider the workaround shared by my colleague MaryLandT above by using the Memo field.

 

Another way is to look for a third-party app that has the feature you need. You can go to the App Center in your QBDT and look for an app from there. Or, you can visit our Apps for QuickBooks Desktop page for additional reference.

 

Furthermore, I encourage you to send your feedback to our Product Developer team so they can review it. This way, they might consider adding this in the future updates. Let me show how: 

 

  1. Go to the Help menu.
  2. Select Send Feedback Online.
  3. Then click Product Suggestion.
  4.  Enter your suggestions and details then click Send Feedback

 

Once you're all set, feel free to check out this link for guidance in managing your reports. This contains details on how to memorize and combine two reports in QBDT: Understand reports.

 

I'm always here to back you up in case you need more help running your reports. If you have any other concerns about your QBDT, you can also include them in your reply. I'll be more than happy to answer them for you. Have a good one and wishing you continued success!

BigRedConsulting
Community Champion

How do I change the "Print Name as" for a "other list name"?


@kprescott wrote:

How do other companies pull a positive pay file without having a report that pulls the Print As name??  Currently i either have to click on each vendor payment / check in the report to see if the check was issued to another name and then manually change.  I did find where i could use another field (email name) for the Payee which i can copy but this seems very inefficient if the name is on the check.


 

One way is to use our BRC PositivePay file Creator - QB Desktop  which defaults to using the Print As name when it creates positive pay / secure check files.

BigRedConsulting
Community Champion

How do I change the "Print Name as" for a "other list name"?

@ShiellaGraceA  RE: After hitting on the OK button, the "Print as" names will show under the name contact column.

 

No, they won't. The contact is not the Print As name. I've no idea where you got the idea that this would work. Clearly you didn't actually try it, because if you did you'd know it doesn't work.

MadelynC
Moderator

How do I change the "Print Name as" for a "other list name"?

Thanks for alerting us, @BigRedConsulting.


I appreciate you for checking this thread out. Concerning ShiellaGraceA’s recommendation, she’s already been notified and will update her recommendation soon.


Best regards and happy weekend.

mysticvalley
Level 1

How do I change the "Print Name as" for a "other list name"?

The report works for all my Checks Except  Payroll so I changed how they point and it should work now. Need print on check as a display filter for the future. 

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