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alexandriashamblin
March 24, 2020
Question

Other Names List

  • March 24, 2020
  • 14 replies
  • 100 views

Is there an option for something similar to the Other Names List from Quickbooks Desktop on Quickbooks Online?

I know on the desktop version is there is an option for "other names' instead of putting the Payee in as a vendor. Is that an option for the online version?

Our vendor list is becoming extensive and it would be nice to only have the vendors that we pay via bills in the vendor area and have an other names list for miscellaneous names. 

 

Thanks

    14 replies

    vpcontroller
    vpcontroller
    Level 7
    March 24, 2020

    @alexandriashamblin 

     

    Is there an option for something similar to the Other Names List from Quickbooks Desktop on Quickbooks Online?

    I know on the desktop version is there is an option for "other names' instead of putting the Payee in as a vendor. Is that an option for the online version?

     

    unfortunately, there is no way to add "Other Names List" in QBO. If it's money out, it's only Vendor type in QBO.

    Tori B
    Tori BQuickBooks Team
    QuickBooks Team
    March 24, 2020

    Hey there, @alexandriashamblin. 

     

    I hope you're enjoying the day. 

     

    As mentioned by vpcontroller, at this time, there isn't a list available in QuickBooks Online that symbolizes the Others Name List in QuickBooks Desktop. However, to offer a solution for this concern, you could check with your accountant to see if you could add one vendor and name that vendor as miscellaneous. Once you've added your miscellaneous vendor, you could add all of your miscellaneous transactions under that one vendor leaving a memo on the transaction for which company you purchased with. 

     

    In the meantime, if you'd like, I can submit product feedback to our developer team, so this could be considered in a future update.

     

    Please let me know if you have further questions or concerns. I'll be here every step of the way. You can always reach out to us here in the Community anytime you find you need help. Take care and have a great week ahead! 

    terrih 12
    December 4, 2020

    Are there any  updates on if QB Online will add the "other names" feature? I imagine there is a great demand for this feature. 

      LMAYNARD105
      January 20, 2021

      Joining the thread to help with your question about the other names list, LMAYNARD105.

       

      Other names from the Desktop version will be converted as vendors when switching to QuickBooks Online. More details about the types of data that will not be converted are discussed here: What To Expect When You Switch From QuickBooks Desktop To QuickBooks Online.

       

      You can follow the steps in the previous response on how to access your Vendor menu. I'd also like to share this article for additional reference about switching platforms: The QuickBooks Guide To Converting QuickBooks Desktop To QuickBooks Online. 

       

      Please know that we are always here if you have follow-up questions. 


      It looks like names were never really converted to a vendor but just added to a list. You'll still need to create it as a vendor.

       

      How do you change the type from a patient (customer) to a vendor and vice versa? During the conversion, some were converted to a patient instead of vendor.

       

      Thanks.

      Rebeccam2
      August 30, 2023

      Does QB Desktop have the option to Import "vendors/Misc Names" to the other Names List. I see excel/import options for actual vendors in the vendor center but don't see where i can bulk add names to the Other names list.  

      Carneil_C
      Level 6
      August 30, 2023

      Thanks for using QuickBooks Desktop as part of your business, @Rebeccam2.

       

      I can see how useful and time-saving it is for you and your business would be for you to have the option to import vendors or names to the Other Names List in bulk. However, this is currently unavailable.

       

      Our team is constantly taking suggestions into account while making product updates. As we value your suggestions, I recommend sending this feedback to our Product Development Team. Here's how:

       

      1. From the top menu bar, choose Send Feedback Online.
      2. Click on Product Suggestion.
      3. Click on the drop-down for Type of Feedback and select Product Suggestion.
      4. Select the Product Area, then enter your thoughts and suggestions.
      5. Once done, choose Send Feedback.

       

      Please see this guide for more insights about importing and exporting your data in QBDT: Import and export data in QuickBooks Desktop.

       

      On top of that, I'll add this handy article that can help you if you encounter issues while you export files: Fix export to Excel issues in QuickBooks Desktop.

       

      You can always reply on this thread if you have other concerns or want to share your practices using the product. I'd be glad to assist you. Take care always.

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