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June 27, 2024
Question

How do I change principal name under account settings?

  • June 27, 2024
  • 1 reply
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1 reply

June 27, 2024

Changing the principal details in your QuickBooks Online (QBO) account is essential to match the real-life business record. I'd be delighted to show you how.

 

I have several things in mind if you mean updating the principal name. I'll share steps to ensure the correct info is modified.

 

Are you referring to the company name of your books? If so, please see the steps below to achieve this:

 

  1. Go to the Gear icon and then select Account and settings.
  2. Choose Company.
  3. Click the pencil icon beside the Company name section.
  4. Edit the Company name or Legal name.
  5. Hit Save, then Done.

 

If you're pertaining to your legal business name, you can browse this article for the detailed steps: Update your legal business name and address.

 

Otherwise, if you'd like to add a new principal officer, I suggest following the instructions below:

 

  1. From the Gear icon, select Payroll settings.
  2. From Bank accounts, select Manage payroll principal officer information.
  3. Click Edit to change the principal officer info.
  4. From the drop-down menu, choose the reason for the change.
  5. Modify your info, then hit Save.

 

If you want to update the admin’s info, let's do this on the Account management page. I'll show you how:

 

  1. On your QBO account, select the icon of your name’s initial at the top right or open the Account Management website.
  2. Select Manage your Intuit Account.
  3. You’ll be directed to the Intuit Account page.
  4. Go to Profile.
  5. From there, you can update your info. 

 

You can also check out this article if you want to update the main user in your books: Change the primary admin user in QuickBooks Online.

 

In case you're referring to something else, please don't hesitate to share it on this thread. Sharing a screenshot would be a great help, too.

 

Additionally, I've added these resources that can help you invite users to help with your books and manage your QBO subscription to ensure all the info is updated:

 

 

The thread is open, and you can always get back to us if you have additional questions about updating the details in your QBO account or need help with anything else. My team and I are ready to assist.