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mmcallister
December 18, 2024
Question

Which Vendor detail fields map to checks? Company name, Display name, name to print on checks, contact firstname lastname?I have duplicate names in the mailing address.

  • December 18, 2024
  • 1 reply
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I just need a map of which field gets put in what location on a check. And what control I have over those choices.

    1 reply

    I
    Irene R
    December 18, 2024

    The Vendor page allows you to update duplicate names in mailing addresses, Mmcallister. Let me help you navigate to this panel.

     

    In QuickBooks Online (QBO), the vendor page is a central hub for all vendor-related information and allows you to update vendor details. Follow these steps to access this information:

     

    1. Go into your QBO account.
    2. At the left panel, select Expenses and choose Vendors.



    3. Look for the Vendor with the duplicate names on the mailing address and click it.
    4. Tap on the Edit tab in the upper right corner.
    5. A pop-up window will appear in the right corner. This will display all your vendor's information and configure the details.
    6. Once done, click Save.


     

    After this process, I recommend creating a check and previewing it before printing it. Further information can be found in this article: Edit, delete, and restore list elements in QuickBooks Online.

     

    Moreover, I'll also leave material discussing a feature that assigns preferred vendors to inventory items for quicker reordering and purchase order creation: How to add a preferred vendor and create a purchase order using that preferred vendor in QuickBooks Online.

     

    The comment section is always open if you have additional questions about your QBO vendor details. I'm here to help you anytime.

    M
    mmcallisterAuthor
    December 19, 2024

    I have vendors who appear to be set up exactly the same way in Vendor Details. The company name, display name, and print on check name are all filled in with the same name. 

    When I write a check, some of them have the vendor name twice in the address portion of the check. But it is inconsistent. Occasionally the address portion of the check also shows the contact name for the company - which is not on the Company Name, Display Name, or Print on Check fields in Vendor Details. This is also inconsistent.

    I realize I can manually clean up the address section on the check, but when I’m doing 50 checks that is tedious.  

    I
    IrizA
    December 19, 2024

    I understand the challenges you've faced while creating a check, mmcallister. First, let's check your vendor's information in the relevant details. Let me guide you through this process.

     

    When setting up vendor information, it's crucial to enter all details into their corresponding fields to ensure they appear when creating future transactions. Let's check their details by going to the Vendors section, then make a check and see if it still shows.

     

    Here's how:

     

    Step 1: Check the vendor's information from the Vendors section

     

    1. Go to the Expenses menu.
    2. Choose Vendors.
    3. Double-click the vendor's name to check their details.
    4. See if the information entered is correct.

     

    Step 2: Create a check

     

    If it's verified their information is correct and the issue persists, let's use your private or other supported browser to rule out any browsing history or cached files causing the problem. Here are the shortcut keys for accessing private browsers:

     

    • Google Chrome: press Ctrl + Shift + N
    • Mozilla Firefox: press Ctrl + Shift + P
    • Microsoft Edge: press Ctrl + Shift + N
    • Safari: press Command + Shift + N

     

    I also recommend clearing your browser's cache and cookies to help us identify if the issue is related to your current browser.

     

    If you want to edit your vendor's information, you can use this article: Edit, delete, and restore list elements in QuickBooks Online.

     

    Furthermore, you may want to explore our QuickBooks Live Expert-Assisted to simplify your accounting business decisions by utilizing our professional support.

     

    I'll be here whenever you have additional questions or information, mmcallister. Please let me know by clicking the Reply button and entering your concerns.

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