"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.
Hello there, @Sooner73.
You can set up a default printer for the different kinds of transactions.
If there's anything else I can help you with, please don't hesitate to reach out.
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.
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.
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.
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.
Let me know if there's anything else you need when printing checks in QuickBooks Desktop. I'm always right here to help.
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.
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.
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.