Dec 10, 2018 - I have other name list and the 'print Name as' for the check is correct, I don't know where to go to update the 'Print Name as' on check? From the QuickBooks Lists menu, choose Other Names List. Select the name whose type you want to change. Click the Other Names button at the bottom of the window, and then chooseEdit Other Name (for QuickBooks 2006 and earlier choose Edit Name). In the Edit Name window, click Change Type. Select the name type you want and click OK.
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Do you need to add, delete or change a user's access? You must be a Master Administrator or a Company Administrator to add, delete, or change a user's access. For directions on how to transfer the role of Master Administrator, check out How to add a new user • Select the Gear icon on the Toolbar. • Under Your Company, select Manage Users.
• Select Add user in the upper right. • Select which type of user you'd like them to be and follow the corresponding steps. Standard user: • Select Next at the bottom right. • Select access rights you'd like them to have, then select Next. You can set up an All access rights user with or without Payroll permission. Simply check or uncheck the Payroll access box.
• Set the users settings, then select Next. • Enter the new user's profile, then select Save. Company administrator: Select Next at the bottom right, then enter the new user's profile information, then select Save. Reports-only user (Available in QuickBooks Online Plus only): Select Next at the bottom right, then enter the new user's profile information, then select Save.
Time tracking user (Available in QuickBooks Online Plus only): • Select Next at the bottom right. • Select the name of the Employee or Vendor that you're inviting to fill out their timesheet, or Add New for a new user. • Enter the new user's profile, then select Save.
When you're done, an email will be sent to the new user. Tell them to read the email and select the link that says Click Here. After they select the Click Here link they will need to do the following: • If they already have a QuickBooks Online user ID and password, they can use it. 
To accept the invitation, they must open the link in the email in a web browser). Note: If a new user doesn't receive the invitation email, please see:. Note: Time Tracking and Reports Only users don't count toward the company's total number of users. QuickBooks Online Essentials only has access to Regular/Custom users and Company Administrators, and QuickBooks Online Simple Start only has a Master Administrator user. How to delete a user • Select the Gear icon on the Toolbar. • Under Your Company, select Manage Users. • Find the name of the user you wish to delete.
Then, from the Action drop-down, choose Delete. • Confirm you want to delete the user by selecting Delete again. • You will be sent an email confirming the deletion. Note: The history for deleted users remains in the activity log. How to change a user's access rights • Select the Gear icon on the Toolbar. • Under Your Company, select Manage Users. • Find the name of the user you wish to edit.
Then, from the Action drop-down, choose Edit. • Use the drop-down arrow under User type. • Read through the user types and choose the type of access you'd like this user to have. • Select Save at the bottom right.
• Have the user sign out and then sign back in to see the change in access rights. Note: You can't downgrade an Admin, Reports Only, or Custom Access User to Time Tracking Only. If you need to limit a user's access to Time Tracking Only, delete them from the account and add them back as a Time Tracking Only user.