You can edit your client's info from the Clients list, roy22.
Here's what you'll need to do:
- Choose Clients under the YOUR PRACTICE section.
- Locate the client and and select Edit client from the Actions column.
- In the Edit client page, change the Business name and any other necessary information.
- Click Save.
For more details on handling your client list, check out this article: Manage clients in QuickBooks Online Accountant. It also contains information on how you can handle your client's status.
In addition, please know that you can also manage your client's info in your ProAdvisor Preferred Pricing plan.
If you need help reviewing your client's books, here’s a great resource you can check for guidance: Open and review clients' QuickBooks Online or Self-Employed accounts.
Do you have follow-up questions about modifying your client's name? Get back to this thread and click the Reply button. We'll answer any questions you may have.