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November 1, 2023
Question

How do I change the firm name that shows up when I log in?

  • November 1, 2023
  • 1 reply
  • 0 views
I currently have a client's name as my firm name.  I don't know how I managed to do that.  How do I change it?


1 reply

November 1, 2023

Hi Denise Napier,

 

Welcome to Community!  It's important that your information is accurate, so it reflects on all areas of your books.  Making the necessary changes to your QuickBooks Online Accountant firm can be done in a few steps.  I'd be happy to show you how!

 

1. Log into your QuickBooks Online Accountant account

2. Open your Settings ⚙

3. Select Company settings

4. Click on the Edit 📝 in the Company name section

5. Make the necessary corrections

6. When finished, hit Save, then Done

You're all set!

 

If you have any other questions, please feel free to reach back out.  We would be glad to assist!