Removing a customer from the Other Names list in QuickBooks.

If you import the Journal Entry export from ChamberMaster Billing and notice some customers would not import due to an error, the customer may be located under “Other Names” in QuickBooks due to it not finding the correct customer/company name for a match.

1. Find the Journal Entry and reassign the name to a customer instead of someone listed as “other name”

Or

2. Change the member listed as “other name” to a customer by going to Lists, Other Names List, find the member that needs changes, go to Other Names (at bottom of screen) and select Edit Other Name, then click Change Type and select Customer.

Feedback and Knowledge Base