Other questions

Thanks for joining the thread, jmattson.

I'll give you some tips to organize your list. The other name list will currently be moved as vendors when your data is transferred from QuickBooks Desktop (QBDT) to QuickBooks Online QBO).

Before transferring your data to QBO, you may want to convert the other name to a customer in QBDT. I'll show you how.

1. Open you QuickBooks Desktop company file.
2. Go to Lists menu.
3. Select Other Names List, then click Activities.
4. Choose Other Name Types from the dropdown list.
5. From the Other Name type, select the Customer type.
6. Once done, hit OK.

If you already converted your QuickBooks Desktop data to QuickBooks Online, you can manually change it from Vendor to a Customer.

Here's how:

1. Login to your QuickBooks Online account.
2. Go to the Sales menu, then the Customers tab.
3. Click New customer button to set up new customer (QBO doesn't allow duplicate name).
4. In the Last Name field, choose a name one keystroke different from the Vendor name (such as John J. Doe, if the Vendor name was John Doe, for example).
5. Enter the rest of the contact information.
6. Once done, hit Save.
7. Repeat the same process for the rest of the vendor that need to be listed as customer.

Run the Transaction List by Vendor report later to see the accounts, dates, and amounts associated with the vendor. After that, edit each transaction to link it to the new Customer name. Delete the Vendor name once all transactions are edited or added.

Refer to this article for more details: Moving names from one list to another.

You can also read this link to know how you books move from QuickBooks Desktop to QuickBooks Online: Learn how features and data move from QuickBooks Desktop to QuickBooks Online.

Feel free to post again if you have further questions about the migration process. We're always available to help you.