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A
ABan
December 26, 2022
Question

Customer Name Change on Paid Invoice

  • December 26, 2022
  • 1 reply
  • 0 views

We have a customer with a long transaction history. They have closed and re-opened under a new name and EIN. I was not made aware of the change until almost a year after they made this change. As the year ends the customer wants me to make sure their tax documents are correct. 

I have set up the new customer name, however I am unsure how to move the paid invoices over from the old company name to the new company name without messing up reconciliations for the entire year. 

Is this something I need to be concerned with OR can I just go into each invoice/payment and make the changes from the old company to the new company?

1 reply

H
Henock K
December 26, 2022

Hi ABan,

 

Welcome to the Community. It's essential to correctly record your customer's name on paid invoice to make sure their tax documents are correct. QuickBooks Desktop is a flexible program that simplifies the way you manage your books. I'd be glad to point you in the right direction to change customer's name on paid invoice.

 

Each business has it's own business number for tax purposes.  I'd suggest reaching out to an accountant for the best course of action. You can also contact our customer support team to assist you further. I encourage you to review this article to reach out to our team. 

 

Let me know if you have any questions, I'll be happy to help.

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