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August 23, 2024
Question

Trying to do a credit application through QuickBooks online and my personal name field is coming up as company name. Where/how in QuickBooks can this be changed?

  • August 23, 2024
  • 1 reply
  • 0 views
I'm sure it must've been entered in that way originally but I can't figure out how to change it. My first name on the application appears as part of my company name and my last name appears as the rest of the Company name. In the application it is non-editable fields.

1 reply

JenoP
August 24, 2024

The name field name is editable, David. Let me outline the steps to update the business information in your account.

 

Please note that you'll need to log in to your account in the web version to make the changes and not in the app. To begin, log in to your account here: https://quickbooks.intuit.com/.

 

Then, go to the Account and settings section to edit the company name. Follow these steps on how to do it:

 

  1. Go to the Settings or Gear icon and select Account and settings.
  2. Proceed to the Company section, then click the ✎ Edit icon in the Company name section.
  3. Update the details.
  4. Click Save, then choose Done.

 

Here's an article about this process for more details: Change Your Business Name, Contact Info, Or EIN In QuickBooks Online.

 

For QuickBooks Payments, you can log in to your merchant account and update the information from there. Here's how:

 

  1. Sign in to your QuickBooks Payments account.
  2. Click the drop-down list for Account, then choose Account Profile.
  3. Go to the Account Holder/Business Information section, then select Edit.
  4. Change your business info as you need to, then select Submit.

 

Please see these articles for additional guidance on updating account details:

 

 

Just in case you need more reference materials about account updates, I'll share these articles as well: Manage Billing, Payment, And Subscription Info In QuickBooks Online.

 

Don't hesitate to always ask for help if you have any questions about account updates or using QuickBooks for your business. The Community is here to assist you with any other concerns you may have.