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Change your company information in QuickBooks

by Intuit42 Updated 3 days ago

Keep your company details up to date in QuickBooks so your invoices and forms always reflect the right business information. You can update your company name, contact info, VAT number, address, and marketing preferences easily in one place.

This article is for customers who use QuickBooks Online.

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What you can manage in the Company settings tab

Here’s a quick overview of the information you can edit:

  • Company name – Includes your business name, legal name, VAT number, and Companies House Registration Number (CRN). Note: If you’re setting up a separate legal entity with a different CRN, consider creating a new company file instead.
  • Company type – Your business type and industry.
  • Contact info – Company and customer-facing email, phone number, and website.
  • Address – Physical, legal, and customer-facing addresses.
  • Communications with Intuit – Your opt-in settings for promotional offers.
  • Cookie preferences – How your data is used.

How to edit your company details

Follow the steps below to make changes in each section of your settings.


Company name and VAT number

Edit your company name, legal name, VAT number and Companies House Registration (CRN) in one place.

  1. Go to Settings Settings gear icon. and select Account and settings.
  2. Select Company, then click the ✎ icon in the Company name section.
  3. Edit the Company name field.
  4. If the legal name is different:
    • Enter it in the Legal name field, or
    • Tick Same as company name.
  5. Enter or update your VAT number.
  6. Enter or edit your Companies House Registration Number (CRN).
  7. Select Save, then Done.

Contact information

Here’s how to update your business email, phone, and website.

  1. Go to Settings and select Account and settings.
  2. Select Company, then select the ✎ icon in the Contact info section.
  3. In Company email, enter the email address QuickBooks should use to contact you.
  4. For customer emails, either:
    • Enter a different address, or
    • Tick Same as company email.
  5. Enter your Company phone number.
  6. Add your Website address.
  7. Select Save, then Done.

Addresses

You can set different addresses for your physical location, legal documents, and customer communications.

  1. Go to Settings and select Account and settings.
  2. Select Company, then select the ✎ icon in the Address section.
  3. Enter your Company address (main business location).
  4. For Customer-facing address:
    • Enter a separate address, or
    • Tick Same as company address.
  5. For Legal address:
    • Enter your registered address for tax filing, or
    • Tick Same as company address.
  6. Select Save, then Done.

Marketing preferences

Choose whether you’d like to receive product updates and offers from Intuit.

  1. Go to Settings and select Account and settings.
  2. Select Company, then select the Marketing Preferences link in the Communications with Intuit section.
  3. On the Intuit Account Manager page, adjust your preferences.
  4. Save your changes when you’re done.

After you've made your changes

QuickBooks updates most changes automatically, but there are a couple of areas you may need to update manually:

  • Sales form message – If you’ve changed your company name, update your default message to reflect this.
  • Location-specific info – If you use location tracking (not available in QuickBooks Sole Trader), update the company info on each custom sales form.

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