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max65
Level 1

Trying to look into Lending. The owner details are wrong and from an old partner. How do I change this? I have updated everything else, but still shows old partners name.

We had a change of ownership a while ago, I have updated everything to reflect me as the business owner. When I go to look at QB loans its showing the old partners name, address etc. The same with the Merchant sales account.

1 Comment 1
EvethC
QuickBooks Team

Trying to look into Lending. The owner details are wrong and from an old partner. How do I change this? I have updated everything else, but still shows old partners name.

I appreciate your efforts in updating the owner and partner details in your lending and merchant accounts, @max. Since the owner's information has been updated and the partner's name still appears, we can take a few troubleshooting steps to address this issue.

 

Let's start by restarting your computer, router, and modem. Then, clear your browser's cache to ensure the system starts fresh. Ensure you're using a modern, supported browser for better performance.

 

Once done, log back into your QuickBooks Online (QBO) account to check if they've taken effect. If the issue persists, I recommend contacting our Payments live support team. They can investigate this further and assist you with updating the account owner's information.

 

Here's how you can reach them:

 

  1. Go to Help and choose the Search tab.
  2. In the search field, type in contact support.
  3. Click the Contact Us button.
  4. Enter your concern in the box and press the Continue button.
  5. Choose the Chat with us or Get a Callback.

 

For information on their availability, you can refer to this article: Get Help with QuickBooks products and services.

 

Once everything is in place, you can always run the quick loan report by going to the Chart of Accounts page to review the transactions with your account.

 

I've also added these articles about managing vendor transactions, information, and related topics. 

 

 

Post a question below if you have anything else in mind. We'll be sure to get back to you. 

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