Set-up of Client Name

allen25glenn · ‎July 21, 2022

Hi, my client set-up his different name for specific purpose like Client's name (First Name Last Name) - used for employee reimbursement and owners draw. Another one is Client's name (First Name Middile Initial Last Name) - as an employee. But all his paychecks were written as First Name Middle Initial Last Name - Vendor. How could I change the name from vendor to an employee? Thanks.

MirriamM · ‎July 22, 2022

I want to ensure you'll be able to set up your client's name based on your needs, @allen25glenn.

To ensure we're on the same page, did you mean to say that your employee's name shows as First name, Middle Initial, and Last name? Then, for the vendor, it is, First name, Middle Name, and Last name? And you want the vendor to be on the same name format as the employee?

If yes, you can enter just the initial on the Vendor's Middle Name instead of writing it in full. This way, it will display the name same as the employee.

Once the name is updated, the changes will reflect on the previous transactions associated.

However, if you mean something else, please let me know and provide additional information.

To learn more about managing your vendor, see these articles:

Keep me posted whenever you have concerns with QuickBooks Online. I've got your back!

allen25glenn · ‎July 22, 2022

It is more like this , the client's name to be used in paychecks is his employee name (First Name, Middle Initial, Last Name). But it appears First Name, Middle Initial, Last Name as a Vendor everytime he made a paycheck for him.

Rasa-LilaM · ‎July 22, 2022

Hello there, allen25glenn.

I can help answer any questions you may have about QuickBooks. However, I need to gather more information about the issue, including a screenshot (grey out personal data). This way, I can look into this further and provide a timely solution.

Based on the post, it appears that the employee and vendor have the same format. How do you want the name to appear on the paycheck? May I know if your client is using a third-party payroll application? Did your client set up the employee information in QuickBooks Online (QBO) or is it from the payroll provider?

For future reference, you can use our online resources to assist you with any accounting activities in QBO. From there, you'll see topics about account management, banking, taxes, exporting and importing of data, and so on.

Thank you ahead of time. I look forward to working with you again, allen25glenn. Have a good one.