Sunday, August 9, 2009

QuickBooks: Access the Name List

A client asked: How do I access the Composite Name List without creating a check?

To create an easy way to access the Name List, perform the following:

* Open a check transaction.
* Place your cursor in the Payee field
* Press CTRL+L to display the names list
* With the list displayed, select the View menu
* Select 'Add Names List to Icon Bar'.

This will allow you quick access to the Name list in the future. This can be used for several purposes including deleting names, finding names in transactions and other funtions.

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