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safsnd
Level 1

How to change my legal name in Quickbooks?

someone please help me change my legal name in quickbooks, i have been on hold for 30 minutes

 

 

(Title has been edited by moderator for clarity)

 

Solved
Best answer February 01, 2018

Best Answers
EmilyMockett
Level 7

How to change my legal name in Quickbooks?

Hi,

 

To change the legal name/company name in QuickBooks Online, navigate to the company cog in the top right hand side of the screen and select 'Account and Settings' under 'Your Company'. This will bring up a new window. Click on the 'Company name' section where this will allow you to edit and change the details. Be sure to click 'Save' and then 'Done' to make sure all changes are reflected in the system going forward.

 

I hope this helps. If you have any other questions please do not hesitate to get in touch.

 

Kind Regards,

 

Emily

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20 Comments 20
Sangeethmathew
Level 6

How to change my legal name in Quickbooks?

Hi,

Welcome to the community.

You are using Desktop or Online? By legal name you mean Company Name? It would be helpfull if you could give us some more details. 

Dmaizers
Level 1

How to change my legal name in Quickbooks?

I'm having a similiar problem, it won't let me delete my company name so it isn't on the 1099. It lists the legal name and company name.... and my phone number which I don't want listed.

 

0223815939
Level 3

How to change my legal name in Quickbooks?

I found this in my QuickBoo help...

Change your legal or company name and address

To do this task

  1. Choose Company > My Company.

  2. At the top right of the window, click the edit icon edit icon. The Company Information window opens.

  3. To change your company name or address, enter the correct information in the Contact Information section.

  4. To change your company's legal name or address, click Legal Information on the left and enter the correct information.

  5. Click OK.

If you subscribe to Assisted Payroll or QuickBooks Payroll with Direct Deposit, visit Go online Payroll.com (http://www.payroll.com/support/forms.html) for forms and instructions on how to change your legal company name or address.

 

I hope this helps.

EmilyMockett
Level 7

How to change my legal name in Quickbooks?

Hi,

 

To change the legal name/company name in QuickBooks Online, navigate to the company cog in the top right hand side of the screen and select 'Account and Settings' under 'Your Company'. This will bring up a new window. Click on the 'Company name' section where this will allow you to edit and change the details. Be sure to click 'Save' and then 'Done' to make sure all changes are reflected in the system going forward.

 

I hope this helps. If you have any other questions please do not hesitate to get in touch.

 

Kind Regards,

 

Emily

huanle
Level 1

How to change my legal name in Quickbooks?

Click on Company, then Company information, Edit (upright corner), then you can change it.

Don99
Level 1

How to change my legal name in Quickbooks?

I enrered my name in error and want it to be the company name.

 

nancysakakura
Level 1

How to change my legal name in Quickbooks?

need to change legal name to match company name before ordering 1099's.  Went to account and settings and tried to change it.. got application error code -70000

nancysakakura
Level 1

How to change my legal name in Quickbooks?

need to change legal name in QBO.  It needs to match company name for 1099's . getting application error code - 70000 .  

 

Please help . 1099's due very soon!

 

nancy

IntuitLily
Moderator

How to change my legal name in Quickbooks?

Thanks for bringing this to my attention, @nancysakakura.

 

If your company is linked to e-services, you may need to turn this off first before updating your legal business name. After updating the info, please turn it on again and send us a new authorization form.

 

The details and steps are outlined in this article: Update your business info in online payroll.

 

I'm here to get you moving in the right direction, so let me know how it goes after performing the steps. I'm always around if you need help. Have a great day!

jm42
Level 1

How to change my legal name in Quickbooks?

What is company cog

Kristine Mae
Moderator

How to change my legal name in Quickbooks?

It's the Gear icon, Jm42.

 

 

From there, you can change or edit the company settings. You can check this article for more information.

 

If you have additional questions, feel free to tag me. I'll reply as soon as I can.

MPaul
Level 1

How to change my legal name in Quickbooks?

I've got QB Desktop. Went to "Company"\"My Company". 

Clicked on the pencil to edit.

Clicked on "Legal Information"

Made the changes. 

Pop-up: It says to contact Assisted Payroll. It also says to choose" Contact Support" from the Help menu (That option does not exist), then  click on "Phone Directory". Doesn't exist.

Well..,. I can't log in - all kinds of "Page not there" issues.

I REALLY need to TALK with someone who can get this sorted out.

 

 

The USPS Substation closed: This NEEDS to be updated, since the forwarding period has lapsed.

 

ReymondO
QuickBooks Team

How to change my legal name in Quickbooks?

Thanks for joining the thread, @MPaul.

 

Since you're using QuickBooks Desktop Assisted Payroll, the system will automatically prompt you once you create changes in your legal information. 

 

If you're unable to access the Help menu, try updating QBDT to its latest version. This can fix some minor data issues in your company file. Here's how:

 

  1. Go to the Help menu and select Update QuickBooks Desktop.
  2. Click the Update Now tab, then select Get Updates to start the download.
  3. When the download finishes, restart QuickBooks.
  4. Once prompted, accept the option to install the new release.

After updating, go back to the Help menu and contact our phone support. You can also chat with us online or schedule a callback outside of QuickBooks.

 

Please know that our doors are always open to help you with any QuickBooks-related concerns. Take care and enjoy the day! 

MPaul
Level 1

How to change my legal name in Quickbooks?

First: Thank you for your prompt response. Much appreciated.

I did as you said: Still not "Contact Support" (in Help), let alone "Phone support."

I need to change the Legal Address in Quickbooks Desktop.  A simple process would be very helpful.

MJoy_D
Moderator

How to change my legal name in Quickbooks?

It's our pleasure to help, @MPaul. I can share some insights to help you update the legal business address of your account. 

 

For QuickBooks Assisted Payroll, you'll have to complete the IRS Form 8822-B to update the legal business address. An IRS letter showing the updated company’s legal address will work. 

 

Our Customer Support will process your request for updating your legal business address within 5 business days of receiving the form. The team that will handle this case is available from 7 AM - 3 PM PST.

 

See this article for detailed guidance: Update your business name and address for QuickBooks Desktop Payroll

 

You can follow the steps below on how to reach them:

  1. From your QuickBooks Desktop account, click the Help menu at the top.  
  2. Click the QuickBooks Desktop Help menu and select QuickBooks Desktop Help.
  3. Provide some information about this concern on the search box.
  4. Click the Contact Us link at the bottom of the window. 
  5. You'll now be provided with a few support options.  
  6. Select Get a call to arrange a callback from a support agent. Or Start a chat to chat with them directly.  

Here's the contact QuickBooks Desktop support article for more information about this.

 

You can go to this Assisted link and fill out all the necessary information to start chatting with one of our representatives. 

 

You can always go back to this thread if you need further help with updating your business information. Take care and have a great rest of the day!

sueo
Level 1

How to change my legal name in Quickbooks?

I can not get My Company nor my name or address on Company menu

sueo
Level 1

How to change my legal name in Quickbooks?

I cannot find a "My Company "nor name nor address on my menu bar or in Company on my menu bar

Rea_M
Moderator

How to change my legal name in Quickbooks?

Hello there, @sueo.

 

You'll have to be the primary contact when you want to update your company information (i.e., name and address) in QuickBooks Desktop (QBDT) for Windows or Mac.

 

When you're unable to find your company details on the Company menu, you may have experienced minor data issues with your company file. You can resolve this by repairing your data using the Rebuild Data tool. For the detailed steps, check out this article: Fix data damage on your QuickBooks Desktop company file.

 

After that, let's go ahead and update QBDT to it's latest release. This way, you'll have the newest features and system fixes.

 

If you're using QBDT for Windows, you can do a manual update through these steps:

  1. Close your company files and QuickBooks.
  2. Open the Windows Start menu.
  3. Search for QuickBooks Desktop. Right-click the icon and select Run as administrator.
  4. While on the No Company Open screen, go to the Help menu.
  5. Select Update QuickBooks Desktop.
  6. Go to the Options tab. Select Mark All and then select Save.
  7. Go to the Update Now tab and select the Reset Update checkbox.
  8. When you're ready, select Get Updates.

 

After that, close and reopen the QBDT program. Install the updates by selecting Yes. When you're done, restart your computer.

 

If you're using QBDT for Mac, I'd recommend checking out this article for the step-by-step guide: Update QuickBooks for Mac to the latest release.

 

I want to make sure I've got everything covered. You can also share a screenshot of your current view. This way, I can provide the exact resolution for this matter.

 

In the meantime, I'm also adding this article to further guide you in managing the growth of your business using QBDT: QuickBooks Help Articles. It includes topics about account management, banking, and expenses, to name a few. You can click the + More topics button to view other selections.

 

Let me know if you have further concerns about managing your company/account details in QuickBooks. I'm just around to help. Take care always.

dianniefred
Level 1

How to change my legal name in Quickbooks?

When I follow the directions given the legal name is changed on my reports however, the old name still shows when I try to open the said company.  How do I change it there?

 

DivinaMercy_N
Moderator

How to change my legal name in Quickbooks?

Thanks for sharing your result, @dianniefred. I've come here to give you further details about this.

 

Let's first ensure that your QuickBooks Desktop (QBDT) is updated to the latest release. This keeps your system up to date with components that fix common problems. Once done, let's change your legal name again. Let me guide you how:

 

  1. Open your QBDT program and go to the Company menu.
  2. Click My Company.
  3. From the Company Information field, click the pencil icon.
  4. Edit your Company Name then, select OK.
  5. Next, click the Legal information and change your Legal Name.
  6. Click OK when done.

 

For your reference about the process, please visit this article: Update your business name and address for QuickBooks Desktop. It also includes steps on how you can change your account name for your Intuit account.

 

It's a good idea to back up your files frequently. This ensures that you always have an original copy of your file that you may recover at any time in case of data loss or damage.

 

Should you have any other concerns with changing your legal name in QBDT. Leave a reply below. I'm always here to assist you and ensure your needs are met.

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