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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 ?

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Best answer December 10, 2018

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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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Highlighted
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.

View solution in original post

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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

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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.


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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.

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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.
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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.

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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.
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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" ?

Highlighted
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?

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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.

 

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Level 1

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.

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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.

 

cd1.png cd2.png

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Level 1

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.

 

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QuickBooks Team

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.

Highlighted
Level 1

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.

Highlighted
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. 

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