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arkvalleyinfo
Dec 11, 2018 5:08 AM UTC
Solved

Write a check to a different name than the account it is under

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?

qbteachmt
qbteachmtAnswer
Dec 11, 2018 5:08 AM UTC

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.


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4 replies

arkvalleyinfoAuthor
Dec 11, 2018 5:08 AM UTC
Hello @judith,
I'd love to help you. In your example, is the realtor set up as a vendor or a customer? What about the owner? I'd appreciate it if you could provide more details about this. Thank you in advance.
arkvalleyinfoAuthor
Dec 11, 2018 5:08 AM UTC
The realtor is set up as a customer. The same would be for the owner. If for some reason we need to do a refund and want to make the check out to a different person.
qbteachmt
qbteachmtAnswer
Dec 11, 2018 5:08 AM UTC

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.


    jstlit
    Jan 20, 2023 9:48 PM UTC

    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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