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For instance, if a realtor ordered a job so we have it under that accont and we need to do a refund to an owner, How do I write the check out to a different person and keep it all under the same account?
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You can always Hand Write that check, of course.
"if a realtor ordered a job so we have it under that accont"
You mean Customer:Job, not Account.
Edit that Job name.
In QB, the First Line in the Address block is used for the "Print On Check As". So, put the Realtor or the Owner here, first line; issue the check. Then, put the address back how it was.
You can always Hand Write that check, of course.
"if a realtor ordered a job so we have it under that accont"
You mean Customer:Job, not Account.
Edit that Job name.
In QB, the First Line in the Address block is used for the "Print On Check As". So, put the Realtor or the Owner here, first line; issue the check. Then, put the address back how it was.
Open the Customer Details and click Edit.
Change the "Display Name" to the name of the person receiving the payment.
Print the check. It will use the Display Name as the Payee.
After the check has successfully printed, go back and change the Display Name back to the name of the company.
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