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Reckon/Quickbooks – Can I change “Other” Cards to Customers type?
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Published on Friday, 23 January 2015 19:16
Unfortunately, there is no easy way to change cards to another type. The solution is to enter a new card as customers and then change the sales receipts to reflect the customer name instead of the Other card.
Another way is to export your Other Names (File > Utilities > Export > Lists to IIF Files), then open the file in Excel, and copy/paste the information into Lists > Add/Edit Multiple Lists Entries.
However, the names can’t be exactly the same, so you could change the ones in Other Names to make them slightly different, eg adding a number, symbol or letter. Then once imported back, inactivate all the Other Names so you don’t accidentally use them again.
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