In QuickBooks, Customers, Customer:Jobs, Vendors, and Employees are called Names. In transaction entry screens, the selection of a Name is filtered to include only the type of Names normally associated with that transaction type. For example, when entering a Vendor Bill, the selection of a Name is filtered to only include Vendors.
Sometimes, it’s helpful to be able to review a list of all Names in one place, especially when trying to follow a consistent pattern if an entity appears on more than 1 list.
To display a list of all Names, follow these simple steps:
- Open the Write Checks window by clicking on the Banking->Write Checks menu selection or using the keyboard shortcut Ctrl + W
- In the Pay to the Order of field (ie, the check payee), use the keyboard shortcut Ctrl + L to display a list of all Names
- Add the Name List window to the Icon Bar by clicking on the View->Add “Name List” to Icon Bar… menu selection
- Assign a Label and Description to the new window
- Optionally, change the default icon selection that will appear in the Icon Bar to represent the Name List
- Click Ok
You now have a list of all Names in an easy-to-access window. The list provides a consolidated window of 4 pieces of information: Active Status, Name, Name Type, and Balance Total.
Note that the Write Checks window was used to access all Names because a check can be written to all of the different Name types and by-passes the filtering set by QuickBooks on different transaction types.
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