Names: The “whos” of your business
QuickBooks works with five kinds of name entities:
- Customers
- Customer:jobs
- Vendors
- Employees
-
Other Names.
Names are
generally in two or three forms. One
form is what you see looking at the
list. The other form goes on documents
sent out to customers, vendors, or
employees. In later versions the
records all have fields, such as the customer
Bill To
field, that are printed on documents. The customer list can easily mix people (last name first) with companies.
An Other Name
can be converted to a customer, vendor, or employee name. Once done, this conversion is final. Names of the other kinds cannot be changed.
Employee names are discussed in the Chapter 12.
QuickBooks displays the names as separate lists, but they are actually all in one list.
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