QuickBooks Tip: Disappearing Names Got You in a Daze?

Names disappearing in Quickbooks

By Lisa McCarthy, Co-Founder, Out Of The Box Technology

Have you ever had a name in QuickBooks® seemingly disappear?  You attempt to use the name on a form or report, but you cannot find it. What’s wrong?!

It may be time to check out the Other Names list in QuickBooks, and learn how the names got there.

QuickBooks allows you to maintain databases for your customers, vendors, employees, and “other names.” These list entries can be used on various forms and reports. The particular list to which a name is added, determines exactly how that name can be used in QuickBooks.

For example:

  • Only Customer Job names can be used on invoices, sales receipts, estimates, sales orders and statements. Also, finance charges can only be assessed to customers. Virtually any activity or report that is associated with Accounts Receivable is associated only with customer names.
  • Only Vendor names can be entered on a bill or a purchase order. If you intend to track and print 1099 information, the name must be a vendor. Sales tax payments and payroll liability checks can also only be made payable to a vendor name. Virtually any activity or report that is associated with Accounts Payable is associated only with vendor names.
  • Paychecks and W-2 forms can only be created for Employee names.
  • Checks, timesheets, credit card charges, and online payments can be entered for a name on any list.

The Other Names list is for persons or companies that are not customers, vendors or employees. Think of Other Names as the “lost list”. To locate this list, choose “Other Names List” from the Lists menu.

Quickbooks disappearing names

You can change Other Names to Customers, Vendors, or Employees simply by clicking “Change Other Name Types” under the Activities button on the Other Names List. This will allow you to convert and use each name on the appropriate QuickBooks forms and reports. However, changing an Other Name type is irreversible! If you accidentally add a name to the wrong list, you will have to inactivate it and add it again to the correct list (changing the name by at least one character).

disappearing names in quickbooks

It may be wise to back up your data first before cleaning up your Other Names list. Once all the names are on the right list, you’ll have access to all of the features of QuickBooks!

Out Of The Box Technology does everything QuickBooks! Out Of The Box Technology installs, sets up, designs and trains small to medium size businesses on QuickBooks. They handle any QuickBooks issue – big or small. Out Of The Box Technology also offers bookkeeping and IT networking solutions and support. Out Of The Box Technology is also a participant in ProTradeNet®, the preferred vendor network The Dwyer Group® offers to its franchisees.

Did you enjoy this article? Find more Quickbooks tips right here!


How to Grow Your Business With the A.C.R.E Theory

The A.C.R.E. Theory

By Mary Thompson, President Mr. Rooter®

In moving our brands forward and growing our presence in every market, we must know it begins with how we brand in our everyday experiences.

Everyone on the team creates a branding experience, whether it’s a technician, CSR, ourselves or the franchisee, selling our services to a corporate customer. Our brands belong to us – including our customers. With the growth of social media in the past few years and the consumer’s ability to talk with many at one time, it’s more important now than ever that we pay particular attention to the customer experience.

There are acres of customers waiting for your business. They are there and want to do business with good companies that care and will make it right. There are four key steps strong companies follow to grow their business. At a recent marketing symposium I attended, McKee Wallwork and Cleveland shared the ACRE method. In the many years I’ve been in business, this is the most concise, clear communication of what strong businesses do every day.


How do you attract your customers? Is there good word-of-mouth on your business? When a customer is looking for your services online will they easily find you?


Once the customer has called for service, is the customer service representative trained to use the script, providing the best possible experience? Are the franchisees using our frontline service and training it to their staff?


The best way to keep customers is to provide a world-class experience, making other service companies a distant second. After the service call, is the customer reminded about their great experience with direct mail and online advertising?


Businesses engage customers with they attract customers, answer phones, perform frontline service and follow-up after service calls. Businesses engage through social media and good works in their communities. How much time do you spend to ensure our customers are engaged and delighted with their experience? An engaged customer will do business with you again and tell friends about their great experience. This attracts more new customers – coming full circle to building a strong and growing company.

Principles like the A.C.R.E. theory form the foundation of The Dwyer Group’s approach to quality customer service. For more information about The Dwyer Group® or any other of its seven sister franchise brandsAire Serv®, Glass Doctor®, Mr. Appliance®, Mr. Electric®, Mr. Rooter®, Rainbow International® or The Grounds Guys®visit www.LeadingTheServiceIndustry.com.


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Aire Serv® Travels To the City Of Brotherly Love For Annual HVAC Convention!

Bruce F Bruce K Justin PAire Serv will be attending the Comfortech® 2013 Showcase hosted on September 18th - 20th at the Pennsylvania Convention Center in Philadelphia, Pa. As part of this year’s events on the showcase floor, Aire Serv will be giving away a flat screen television to one qualifying attendee. So be sure to stop by their booth #563, and visit Franchise Directors, Bruce Knudson, Justin Poston, and Bruce Fadal. Not only can you be entered for a chance to win a free television, but you can also discuss new business opportunities and growth strategies with three of Aire Serv’s top developers.

With 165 locations in North America, Aire Serv provides access to a diverse and an in-depth array of business knowledge and expertise including: industry best practices, leadership, financial and marketing training, and continued off-site support through regional meetings and a dedicated franchise consultant. Not only does Aire Serv provide an exceptional business experience for its franchisees and customers, but Aire Serv integrates a Code of Values® from the executive level to the front-line service employees, focusing on respect, integrity, customer focus, and having fun in the process.

“Aire Serv is about so much more than just business,” says Bruce Knudson, the Team Leader for Aire Serv Franchise Development. “Yes, we can offer you tested systems to help your business grow, but more importantly, our developers and coaches have a vested interest in helping our franchisee achieve their personal and professional goal no matter what they may be.”

Find the Aire Serv team at Comfortech® 2013:

Booth #563

Pennsylvania Convention Center

Philadelphia, Pa.

September 18th - 20th


For more information about franchise opportunities in the HVAC industry or more advice about how you can grow your business, fill out the form on the right of this page, and a franchise developer will contact you for a free consultation. For more information about The Dwyer Group® and the seven service oriented franchise options it offers visit the website at www.leadingtheserviceindustry.com.

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Rainbow International® goes to Vegas! Join our Team at The Experience® trade show and exposition.


HVAC Franchise Offers Turn-Key Business Model in Growing Sector

Aire Serv Franchisee Steve Barlow

According to AMA Research, a market research company, the future prospects of the domestic heating and cooling market are looking promising with planned government measures such as the Green Deal and the roll-out of smart meters across the United Kingdom. With new environmental legislation and market opportunities in the replacement sector, now could be the perfect time to consider starting a heating, ventilation, air conditioning and refrigeration enterprise.

In fact, one of the United Kingdom’s fastest growing domestic and commercial service providers is Aire Serv®, a franchise company world-renowned for its unparalleled customer service. For many, the Aire Serv franchise has allowed both experienced contractors and Service Professionals with no technical heating and air-conditioning experience to take part in what the industry has to offer. The franchise model allows the business owner to move into the market with minimal start-up time, and the familiar brand name helps establish a customer base.

One of Aire Serv’s top franchisees in the United Kingdom is Stan Barlow. Stan operates an existing commercial contracting business, as well as a Mr. Electric® franchise in Cornwall. Rolling an Aire Serv into the mix allowed the company to diversify into new markets and increase revenue. Steve Barlow is the General Manager of the franchise.

“Down in Cornwall you tend to find the winters very, very busy and then it quiets down in the summer. On the air conditioning side, everyone is down on holiday during the summer and we can stay busy. So we thought if we could streamline the disciplines it would keep our company busy all through the year,” Steve said.

The existing company would often receive inquiries to provide heating and air conditioning services, but before purchasing an Aire Serv, the company would have given that work away.

“Facilities management companies get a lot of the work, because they can come in and do the plumbing, the electric, the gas, the air conditioning. We thought if we could just offer another service as well as offering our electrical services, we could find additional customers on the back of that. It seemed to be a nice fit,” said Steve.

Although the Barlow’s had experience in the contracting business and could have likely started their own organisation from the ground-up, the franchised business opportunity allowed the company to start quickly with a professional image.

“My father comes from a marketing and sales background in London. He felt he would get the same kind of backing from Aire Serv, with the smart uniforms, advertising and the paperwork. We saw the Aire Serv franchise as a way to pick up more domestic clients,” Steve said.

As a company that is committed to its franchisees personal and professional success, Mr. Electric has assisted many in reinvigorating their careers. The company is keen to hear from anyone who wants to learn more about the franchise business opportunity. Special incentives are also given to qualified candidates who have served in the armed services or as a public defender. For more information call 1 (800) 583-2662 or visit www.AireServFranchise.com.

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Franchising Myth #1: I’ll Lose My Freedom

Myth: “I’ll have to do everything your way. I’ll lose my freedom”


In fact, many of the most successful franchisees are those who can think outside-of-the-box. It’s true; there are a lot of rules. However, these should not be seen as a limiting factor, but a framework on which to build a business. There’s plenty of room for the creative entrepreneur in franchising.

Think of the franchise concept like a playground. There’s a fence and certain rules that he kids must abide by, but within those parameters the children are free to have as much fun as their hearts’ content. The fence keeps the children from running into the street and getting hurt.

Franchising works in a similar fashion. The rules give franchisees a tested and established way of doing business that is relatively safe, and most of the rules deal with the very basics of business operation. The rules form the parameter or safe-zone for franchisees to work within.

Beyond the basics though, you’re in charge. As a business owner, you decide how to recruit employees, market your location and promote your business. For instance, did you know the McDonald’s breakfast staple, the Egg McMuffin, was created by a local franchisee?

Room for Innovation in Marketing
As a franchisor, The Dwyer Group® has seen many franchisees who have employed their creative sides in the business. Although the rules vary depending on the franchise concept, there is plenty of room for innovation.

“First of all, we are independently owned and operated. So we are an independent franchise. We do have the option to do what we choose to do to a certain point,” said Steve Johnson, Mr. Appliance® franchisee based in Birmingham, Ala.

Recently, Steve acquired a second concept, Aire Serv®, and has developed his marketing strategy to cross-market his appliance repair service and his HVAC service.

“For example, we do a TV commercial and not any of the other Mr. Appliances do a TV commercial. Since we own both franchises, I can do a TV commercial and integrate both concepts together,” said Steve. Steve sees the national headquarters and other franchisees as an advantage to his business, and he uses the network as a sounding board.

“What I like about it is if I choose to look at Internet marketing, I have a marketing person and other franchises I can reach out to and ask, ‘Hey, how did this work for you?’”

Taking on a franchise doesn’t mean your business can’t have personality or that you can’t be creative in business. As a franchisor, The Dwyer Group encourages its franchisees to focus on customer service and the Code of Values®, but how those are interpreted come out in some amazing ways:

Code of Values Rap

Harlem Shake with The Grounds Guys of Owensboro

Franchisees have to play within the franchisor’s rules, but that doesn’t mean they have to lose their freedom or turn off their creativity.

We’ll be continuing the Myths of Franchising series over the next few weeks, subscribe to the Morning Huddle blog  to catch the next update.

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Implementing New Systems in Your Business: A Case Study

When providing world-class heating and air conditioning service to your customers, do you also take the time to provide a world-class experience if the customer needs groceries taken into their house, a flat tire changed or the batteries in their smoke detectors replaced? Do your employees take the initiative to show customers how the Code of Values® affects them?

At the Aire Serv® of Mid-Michigan, Dennis and Carol Wissner have worked on training their team to take the customer experience to the next level. That flat tire? Their home comfort designer Mike Russell, and two-time service professional of the year, Travis VanAlstine, took time out of their schedule to fix a customer’s tire and acquired an “extremely thankful and enamored customer.”

Of course, implementing the World Class Frontline Service System, weekly team training and “wrapping their heads” around the financial systems took time. Read more

Case Study in Online Reviews: Aire Serv’s Neal DeSanti

At last count, Neal DiSanti had more than 70 reviews for his Aire Serv® of N. Dallas Metroplex franchise on Angie’s List®. From maintenance to replacement leads, DiSanti claims that the reviews have been pivotal to gaining new customers driving sales.

Before opening his Aire Serv franchise, however, DiSanti admits that his previous company had flat-lined. As a general maintenance company, he was using similar systems to the Aire Serv worldclass frontline service system and understood the importance of creating value in the customer experience. However, increasing prices and managing a team were new concepts to him. Read more

Aire Serv® Franchisee Spotlight: Jared Teague

For Jared Teague, working in a heating and air conditioning environment is no stranger to him. His stepdad started Metal Craft in 1963. Metal Craft handled sheet metal work, heating and cooling and design and installs. Teague grew up around the business and has worked in HVAC from a young age.

Teague, and his sister, Carla McMullan, bought Metal Craft about 10 years ago. In 2009, Teague received a phone call about an opportunity to be an Aire Serv franchise. He listened to what they had to say and realized he was already implementing many of the Aire Serv systems. He really enjoyed the benefits Aire Serv had to offer Read more

The Dwyer Group® Welcomes Record-Breaking Orientation

As February drew to a close last week, The Dwyer Group® celebrated a milestone, the largest-ever orientation of future franchisees at its headquarters in Waco, Texas. The dynamic group of 45 outgrew the company’s Training Lodge and had to move over to the nearby Hilton in downtown Waco.

CEO and Chairwoman Dina Dwyer-Owens commented on the successful event, “Our service brands’ growth and achievements speak volumes in today’s economy that the right team and the right systems are in place. In the state of our economy, more and more people are looking at franchise ownership and our service brands have stood out as the right choice. Already serving the U.S. and Canada with more than 1,300 franchise locations, our growing number of franchisees is proof of the positive impact that The Dwyer Group can make. The 45 future franchisees that we greeted last week is a testament to that.”

Several of the participants in last week’s orientation took a few moments to reflect on their journey in the franchising process that had brought them to The Dwyer Group’s door, and shared some of their reactions to the orientation event.


We believe that The Dwyer Group service brands attract franchisees because of our commitment to our mission, vision and Code of Values, which in turn create a family business atmosphere.

Boost a Hero: Helping Veterans Open Franchises, $1 at a Time


Every franchisee has a story. Each new franchise owner brings a host of skills and leadership abilities to his business that is different from the last.

Future Aire Serv® franchise owner Larry Colley is no exception. Colley joined the Army at the age of 17 and began a 21-year career in the 82nd Airborne Division and the U.S. Army Special Forces. With deployments spanning from Somalia to Iraq, Colley received many accolades over his military tenure, including the prestigious Bronze Star. However, Colley had always dreamed with his father of starting his own business.

A TIME article recently highlighted why veterans make excellent entrepreneurs—both are “hard working, dedicated, disciplined, multi-skilled, and self-sufficient… they are strong-willed individuals who put the mission before the man.”

Colley had the leadership skills it takes to own and manage a business: “I’ve spent my entire career leading, teaching, and mentoring,” he says. He also has experience in the heating, ventilation, and air conditioning industry, but didn’t have the tools it took to strike out entirely on his own. After hearing about The Dwyer Group and Aire Serv®, he saw franchising as his solution.

After being approved to open an Aire Serv franchise, the greatest barrier to entry remaining for Colley was the initial franchise fee. Even with his 25% VetFran discount, a daunting figure of over $50,000 still remained. Colley pledged to pay down 20% of the fee, but stumbled across an innovative solution to raise the remaining $42,000.

Boost a Hero is a brand new program powered by startup company Sprigster that allows veterans to raise funds for franchising through crowdfunding, a means of soliciting micro-donations from large groups of people through social media. Through Boost a Hero, Colley will be able to tell his story to a mass audience and will connect with potential donors online.

Boost a Hero’s official fundraising website launched on Saturday, Feb. 11, and is gaining traction online and in the franchising and military communities. Donations start at $1, and result in increasing “perks” as a thank you from The Dwyer Group and Colley personally. For donors, the program allows them to support transitioning veterans in a tangible way. For franchisors, the program helps decrease barriers to entry and in turn, grows their franchise network.  

Colley’s wife, Tracy, is also a veteran, and his son, Justin, is currently serving in Afghanistan with plans to return to Florida and join his parents’ new business. Larry Colley’s story as a business owner is just beginning, and we’re looking forward to welcoming him officially to The Dwyer Group family.

To find out more or to make a donation, please visit http://boostahero.com.

Larry Colley Aire Serv in Tampa FL from Sprigster on Vimeo.

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  • About Us

    Why Morning Huddle? Every business owner needs a time to refocus their business goals and stay apprised of new industry trends, a morning huddle. That’s where we come in.

    The Dwyer Group® has led the service industry for 30 years and owns seven top home-service franchises with 1,600 locations worldwide. Our mission is to help everyone we touch lead happier, more successful lives through our principles of personal and business success.

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