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Change an Other Name to a customer, vendor, or employee

You can move any Other Name to the customer, vendor, or employee list by changing its name type. This is the only QuickBooks list where you can make this type of change.

I need to change the name type for several Other Names

To change an other name to a different type

  1. Go to the Lists menu and click Other Names List. Shortcut

  2. In the Other Names list, double-click the name that you want to change.

  3. In the Edit Name window, click Change Type.

  4. Click the name type you want to use instead.

    Make sure of the name type you choose. Changing a name type can't be undone.

    I'm not sure what type to change it to

    • If you want to print 1099 forms or enter purchase orders or bills for a name, use a vendor name type.

    • If you want to print W-2 forms or do payroll for a name, use an employee name type.

    • If you want to print P60 forms or do payroll for a name, use an employee name type.

    • If you want to enter estimates or sales for a name, use a customer name type.

  5. Click OK.

  6. Click OK again to confirm that you want to make the change.

See also

KB ID# H_LIST_TASK_MANAGE_OTHER_NAMES_LIST_CHANGE_TYPE
12/7/2016 11:55:14 PM
QYPPRDQBKSWS07 9138 Pro 2017 8a33af