How to Edit Company Information on QuickBooks?

Many scenarios take place when there require changing the Company name in QuickBooks. For instance, fixing reports discrepancies and some other basic errors! Intuit does not modify the personal email address or company information due to security reasons. The below article is rounded up with the steps to update the company information.

QuickBooks is a popular application, and secured too. Using QuickBooks is effective, as it reduces the cost of financial and accountancy management process drastically. After logging into QuickBooks, it is important to create a user profile. Your company information needs to be updated so that the reports that you generate through this software can look professional. In order to update company information, the following steps are required to be followed:

  • First of all, you need to login to your QuickBooks software, and they you shall be directed to your dashboard where you can find all your transactions.edit-company-information-on-qb
  • At dashboard, you shall find a menu toolbar at the top of the interface. At this toolbar, you shall find the option for ‘Company Menu’. Click on this, and you shall be driven to company information page.
  • For first time users, this page will be blank. Other users may have entered some basic company details earlier and now they have decided to change the information that they had entered previously.
  • At company information page, you can update different kinds of basic company information. You can add address, pin number, phone number, country name, state code, basic company introduction and many other things.
  • At legal information section, you can submit legal information of your company.
  • Once you have made the changes, you need to save the changes that you have done.

Many scenarios take place when there require changing the Company name in QuickBooks. For instance, fixing reports discrepancies and some other basic errors! Intuit does not modify the personal email address or company information due to security reasons. The below article is rounded up with the steps to update the company information.

Email messages: The company name is in the emails of the customer

Steps to change the company name:

  • Initially, you need to choose the icon named Gear at the top
  • Click Company Settings/Account & Settings
  • Now Hit the Company tab from the left button
  • Choose the pencil icon from the Company button
  • Perform some needed modification
  • Now you can choose Add Legal name in case you find the company legal name and company name are different
  • Click Save button
  • Hit Done tab

Change Email Messages:

  • Choose the Gear icon at the top corner of the screen
  • Hit the Company Settings tab
  • Now choose the Sales option
  • Click on the section named Messages
  • Choose the pencil icon
  • Make the desired changes in the section named Email Message
  • Hit the Save button then click Done

How to change the location list in QuickBooks Online Plus?

  • Choose the Gear icon at the top of the screen
  • Click All Lists
  • Hit the Locations button then the location you need to change the company name on
  • Click the drop-down tab to choose the Edit button
  • Now place a mark on the field labeled “This location has a different company name when communicating with customers” & type in the new company name.
  • Hit Save

How to modify the phone, company address, email, and preferences in QuickBooks?

  • Click on the Gear icon at the top of the Page
  • Hit the Company Settings button
  • Choose the Company tab from the left tab
  • Click on the pencil icon on the section which says Contact info to change the contact information
  • Hit on the icon that appears in pencil in the tab named Address in case you require editing the company address
  • Choose the option which says Marketing Preference to switch how Intuit sends a communication to you
  • Perform the needed changes
  • Click the Save button and then hit the Done tab

. How to update the company info in QuickBooks Online?

  • Click on the Settings tab
  • Hit the Account and Settings button
  • Choose the Settings option then choose the section which says Messages
  • Now look for the company name and change it
  • Click on the Company button then choose Company name.
  • Choose EIN and then fill in the new info
  • Legal Name or Business: Fill in the new info in the field named Company name
  • In case the public business name and company name are different then unselect tab named the Same as the company name
  • Fill in the legal name

Seeking for helping hand?

Changing the company name is a hassle if you do not follow the right guidance. Hopefully, the above article is helpful for you. In case you face any difficulty then get connected with an expert team. The team member is here to assist you. Use a live chat, email address, or phone number.

FAQs:

What If I am using location tracking and a different name for a business?

You can update the location-wise custom sales form

Why I am seeing error -7000?

There required changing the company info in the payments/payroll accounts to fix the error message 7000

How would I change a direct personal contact email address?

  • Choose the Gear icon
  • Select Manage user’s button
  • Click the Edit button to choose the name
  • Make the needed changes
  • Hit Save button

What If I need the Company CIN, PAN?

  • Give a click on the icon which says Gear
  • Choose Company Settings
  • Hit the Company button from the list
  • Select PAN/CIN tab
  • Fill or edit CIN/PAN option
  • Choose Save

How would I change the outgoing email address in QuickBooks?

  • Click on the icon named Settings
  • Hit Company Settings
  • The company button will be chosen by default
  • Click on the Edit tab on the right side of the section named Contact info
  • Fill the company’s email address in the field named Company email
  • Hit the Save button then click Done to save the applied changes

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You are facing difficulties in changing your company information? Call on the toll free number to get in touch with the support team of QuickBooks.

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