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amysanders
Level 1

How do I change the name on the reports

 
1 Comment 1
jamespaul
Moderator

How do I change the name on the reports

Hello, Amy. 

 

I'll share some helpful information about changing the name on your reports. 

 

If you're trying to change your name on the reports, you can do so by going to the Intuit Account page. Here's how:

 

  1. Click the Gear icon, then select Intuit Account.
  2. Go to the Personal info tab.
  3. Expand the Name section, then edit your name.
  4. Click Save

 

changename2.PNG

 

You might have to log out and log back in again to apply the changes. 

 

However, are you trying to change the name of the report instead? We're unable to change it within Self-Employed. Though, you can export a report as a PDF file, then use a PDF editor tool to change the name. 

 

Export the report by clicking the Export button on the report overview page. 

 

export1.PNG

 

Ready to take care of your taxes? Check this article out if you need help with your estimated taxes: Pay federal estimated quarterly taxes in QuickBooks Self-Employed.

 

If you have any other questions about the Self-Employed platform, please let me know. I'll get back to you and share some other helpful information and steps. 

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