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July 16, 2024
Question

How can I change the name that appears in the Quickbook subscription invoice ?

  • July 16, 2024
  • 1 reply
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1 reply

July 16, 2024

Thanks for dropping in your question here in the Community forum, Home. I'll lay down the steps for changing the name that appears in your invoices in QuickBooks Online (QBO). My main focus is to ensure everything is done accurately and effectively.

 

In QBO, the information displayed on sales forms and invoices is based on what you set up in your account. It's also your internal info on file with Intuit. To make changes, please refer to the instructions below:

 

  1. Go to the Gear icon and choose Account and Settings.
  2. Select the Company tab, then click the pencil icon in the Company name section.
  3. In the Company name field, enter the new name.
  4. If the company's legal name is different from the Company name you entered:
    1. Enter the legal name in the Legal name field.
    2. Otherwise, tick the Same as company name checkbox.
  5. Enter or edit your Companies House Registration Number (CRN) in the field provided.
  6. Hit Save, then Done.

 

Please note that in some scenarios, it would be best to add another company instead of changing your company information to keep your books distinct for tax purposes. This is likely best if you use a different CRN for filing.

 

By following these steps, you can ensure that the name displayed on your QBO invoices is correct and meets your business needs. If you have further questions about modifying your company data, tap the Reply button.