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infolinkfencing-
March 2, 2023
Question

How do you change the contact name (not the business name or information butbthe name of the person automatically generated emails from quickbooks go to?

  • March 2, 2023
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

Daniela_A
Daniela_A
March 2, 2023

I'm so happy to see you here, @infolinkfencing-.

 

Are you trying to update your client's information? If so, I have all the steps that you need to accomplish them. Let me show you how:

 

  1. In QuickBooks Online Accountant, go to the Clients menu.
  2. Find the client.
  3. Select Edit client in the Actions column.
  4. Make your changes.
  5. When you're done, select Save.

If you don’t see the changes immediately, kindly refresh your web browser.

 

To learn more about the steps above, feel free to visit this article: Manage clients in QuickBooks Online Accountant. It also contains information about how to keep track of clients and update your client list.

 

If you have further questions about managing your client's list, please post a reply below. I'm always around to help. Keep safe.

I
infolinkfencing-Author
March 3, 2023

not a clients information our companies.  I can see when I can go in and change some information but when quickbooks send us an email for example with our membership payment confirmation the name they are addressing it to is completely wrong

S
SarahannC
March 3, 2023

Hello there, infolinkfencing.

 

I appreciate you getting back here and providing additional information about your concern.

 

Let's review your Intuit account information to make sure your personal information and contact details are correctly entered.

 

  1. Go to this link: Manage Intuit Account. 
  2. Select Personal info.
  3. Click name and modify the details if necessary.
  4. Hit Save to reflect the changes.

 

If the name is correct, but still you're seeing a wrong detail in the membership payment confirmation, I'd highly recommend contacting our Support Team. They'll check your account in a private environment and help us change it.
 

  1. Within your QBO account, go to Help in the upper-right corner.
  2. In the Search tab, click Contact us.
  3. Enter a brief description of your concern.
  4. Click Continue.

Here's an article that helps you manage your account: Your QuickBooks account.

 

You're always welcome to post in the Community if you have other questions correcting your information. Take care and stay safe.

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