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Change company name, address, email address and privacy settings

by Intuit3 Updated 10 months ago

For security reasons, Intuit does not change company information or personal email addresses for you. Log in to QuickBooks Online and follow the outlined steps in this article to update your company information.

Change the Company Name

If you recently changed your company name, you need to update it in several places in QuickBooks Online:

  • Company name: "Doing business as" name or "Trade Name". This is how customers recognise the company.
  • Legal name: Name used to communicate with the government. Your company name will be automatically set as your legal name if this field is left blank.
  • Email Messages: Company name that appears on customer emails.
  • Location List: Applicable to QuickBooks Online Plus Only. Please ignore if you are not using location tracking.

Change the Company Name

  1. Select the Gear icon, then Company Settings (or Account and Settings).
  2. Select Company from the left menu.
  3. In the Company name section, Select the Pencil icon.
  4. Make the necessary changes. You can select Add legal name if your company's legal name is different from your company name.
  5. Select Save, then Done.

Email Messages

  1. Select the Gear icon, then Company Settings (or Account and Settings).
  2. Select Sales from the left menu.
  3. In the Messages section, select the Pencil icon.
  4. Make the necessary changes in the Email message section.
  5. Select Save, then Done.

Location List (QuickBooks Online Plus users only)

  1. Select the Gear icon, then All Lists.
  2. Select Locations, then the location you would like to change the company name on.
  3. Choose Edit from the drop-down.
  4. Check the box before This location has a different company name when communicating with customers and type in the new company name.
  5. Select Save.

For more information on how location tracking affects Sales forms, see Customising sales forms by location.

Change the company address, phone, email, and your communication preference with Intuit

  1. Select the Gear icon, then Company Settings (or Account and Settings).
  2. Select Company from the left menu.
    • Select the Pencil icon in the Contact info section to change your contact details.
    • Select the Pencil icon in the Address section if you need to edit the company address.
    • Select Marketing Preference to change how Intuit sends communication to you.
  3. Make the necessary changes.
  4. Select Save, then Done.

Change a direct personal contact email address

Changing the personal contact email address in Manage Users is for your company's internal use only and does not change the email associated with a login, how QuickBooks Online contacts the user of that login, and does not transfer a login (i.e. Primary Admin). If you want to change the email address associated with your user ID and password, please see Change User ID and Password. To transfer the Primary Admin role, see Transfer the Primary Administrator role.

  1. Select the Gear icon, then Manage Users.
  2. Select your name, then Edit.
  3. Make the necessary changes.
  4. Select Save.

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