16 Nov Other Names List
QuickBooks Tips & Tricks – Other Name List
Have you ever wondered how the “Other Name” list is used? Typically it is basically empty except for maybe some bank fee type names. What is a creative way to use it?
A creative way to use the other name list is for mailing list management of those potential customers that have not yet purchased from the business. The advantage is that targeted mailing list and/or letters can be created from within QuickBooks specifically for those potential customers while excluding those whom have already purchased the goods and services sold by the business. At the time a sale is made, the other name can be changed to a customer. If no sale is ever made, it does not make the customer:job list so long and cumbersome.