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Level 1

print as payee for checks to customer

In Quickbooks desktop 2018 there does not seem to be a location in the customer information in which to enter the print as used for the payee on a check - the vendor area has such a location but I have not been able to locate anything that would allow the customer's name to be entered as the payee on a refund check.

2 Comments
QuickBooks Team

print as payee for checks to customer

Hi there, spazzzaroo.

 

Unlike the vendor setup screen, setting a customer profile does not have a similar field for Print Name On Checks As. You'll need to edit the name of the customer to the desired info before printing the refund check. Once done, you can go back to the customer profile and change the name back to the original one. 

 

Here's how to temporarily change the name of the customer:

 

  1. Double-click the name of the customer. 
  2. Go to the Customer Name field and edit the information.
  3. Click OK.

Once done, print the refund check and make sure to edit the name again. 

 

Let me also share these articles with you about giving refunds in QuickBooks Desktop:

 

Let me know if you need anything else. 

Community Champion

print as payee for checks to customer

@JenoP  RE: "Unlike the vendor setup screen, setting a customer profile does not have a similar field for Print Name On Checks As. You'll need to edit the name of the customer to the desired info before printing the refund check."

 

Really??

 

@spazzzaroo 

Yes, you can control the name that prints as the payee on a check.  It's simpler than how vendors work, but less flexible.  Instead of having and additional field, QuickBooks prints the first line of the customer address as check's Payee.  This way you can, for example, track your customers by company name, and also print checks to the owners of the companies:

Capture.JPG

 

This is almost how Customers print on your invoices, except they don't actually print the customer name at all, but instead only print address blocks since invoices don't have a payee separate from the address like a bank check does.

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