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Kathy Mont
November 23, 2021
Question

renaming teams

  • November 23, 2021
  • 1 reply
  • 0 views

A few partners in my firm have asked me to help with their clients.  Therefore, I've had to use the partner's login info to access that client on QBO.  I thought I would use Teams to get around this which works - I can see the partner's clients but....I now have 2 teams both with the same name but different clients.  I'm afraid to ask other partners to add me to their team and end up with 15 teams, all named the same.  Is there a way to change the team name so I know which team belongs to which partner?  Thank you!

1 reply

K
Kevin_C
November 23, 2021

We're glad to have you here, @Kathy Mont. I'm here to share some information about renaming teams. 

 

I understand that having teams with the same name can become confusing. The option to change team names in QuickBooks Online Accountant is unavailable at this time. You can learn how to manage your accounting team in QuickBooks Online Accountant.

 

On the other hand, I can see how this specific feature is beneficial to you and your business. You can directly share your suggestions and feature requests for product improvements.


Here’s how:

  1. Go to the Gear icon.
  2. Choose Feedback under Profile tab.
  3. Enter your comments, suggestions or feedbacks.
  4. Click Next.

If you have any additional questions, just leave a reply on this thread. I'll get back to you the soonest. Take care and have a great day!

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