Expert Tip: Use QuickBooks Other Names* List

Many companies are in the habit of recording Corporate Credit Card merchants as Vendors in QuickBooks, however this can result in a bloated Vendor list, particularly when it comes time to issue a Bill.

Odds are you’ll never write a check to a Corporate Credit Card merchant, so those merchants don’t necessarily belong on your Vendor list. For example, when your team spends money at Burger King on a corporate card, you’re going to want to record the expense, but you’ll never pay Burger King directly. To reduce clutter and increase accounting clarity, we suggest exporting merchant names directly to QuickBooks‘ Other Names list instead. Should you ever need to pay a Corporate Credit Card merchant directly, QuickBooks will allow Other Names to be changed to Vendors by using the Change Type feature. Please note that a Vendor cannot be changed to an Other Name.


Use the QuickBooks Change Type feature to transfer a merchant from the Other Names list to the Vendor list.


If your company is using Tallie for expense report automation, Corporate Credit Card merchants can be exported directly to the QuickBooks Other Names list or Vendor list. Simply use Tallie’s Export Settings to indicate export of Corporate Credit Card merchant names to your preferred list. You may also elect to not export merchant names. No matter what you choose, your company can take advantage of Tallie’s award-winning QuickBooks expense report software integration.



Use the Export Settings to send Corporate Credit Card merchant names to QuickBooks Other Names list.

*This option applies only to desktop versions of QuickBooks. QuickBooks Online Edition (QBOE) does not have an Other Names list. To speak with a Tallie – QuickBooks expense report software integration expert, feel free to contact Tallie Support.

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