QuickBooks for Mac 2014 User’s Guide 35
Other names list
Do you have a name that is not a customer, vendor, or employee? You can use the Other Names list to add
contacts that you need for your business but don't fit in anywhere else. You can also use this list to capture any
items you use repeatedly on forms, for example, “Annual Depreciation,”, or “ATM Withdrawl.”
To add or edit an other name:
1 Choose Lists > Other Names.
2 Add a new name or open an existing name.
Add New Other Name
• Click the + menu at the bottom of
the list.
• Or control-click anywhere in the list
and choose New Other Name
from the shortcut menu.
Edit Existing Other Name
• Double-click the other name.
• Or select the name of the other name and click the Edit
button at the bottom of the list.
• Or in the Other Name list, control-click the name of the
other name you want to edit and choose Edit Other
Name from the shortcut menu.
3 Complete the Address Info pane.
4 Add any notes you want to add for this name.
5 Click OK.
To mark a name as inactive, select the Inactive checkbox. You can then hide inactive names by clearing the
Include inactive checkbox in the Employees list.
Customer and Vendor Profile lists
You can use the Customer & Vendor Profile lists to set up categories you can use to group information within
QuickBooks. For example, when you create a Job, you can give it a Job Type then use the Job Type in reports to see
what category of jobs are the most profitable. These lists also contain lists for the payment terms you use for your
customers, customer messages, and payment methods.
You can set up:
• Customer Types. Apply this category when you add or edit a customer.
• Vendor Types. Apply this category when you add or edit a vendor.
• Job Types. Apply this category when you add or edit a job.
• Terms. Terms are the payment terms for your customer or from your vendor. This list is preconfigured for you
with common payment terms. You can edit these or add new ones. You can assign terms to a specific customer
or select terms when you are filling out a sales form like an invoice.
• Customer Messages. These are messages you apply to sales forms you send your customer such as "Thank you
for your business."
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