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couto558
Level 2
 
14 Comments
MaryJoyD
QuickBooks Team

I can share some information on how to add another business account, @couto558.

 

One QuickBooks Self-Employed (QBSE) account is equivalent to one self-employed business. If you have multiple self-employed businesses, then I suggest subscribing to another QBSE account. It can only track income and expenses throughout the year and estimate quarterly tax payments for a single business. 

 

To know more on how it works, check this article: QuickBooks Self-Employed Overview.

 

You can create a new account using this link: New QuickBooks Self-Employed account.

 

Let me know if there's anything that you need or if you have any other concerns with adding a new business account. I'm always here to assist. Have a great rest of the day!

couto558
Level 2

That makes sense. But since I'm registering a DBA, it's not technically a new business right? Everything is the same as when I was operating under my legal name. I'm still a sole proprietor. My tax info shouldn't change. I'll just be doing business under a different name. My W9 will be the same, only now I will have the second line filled out that will have my DBA.

My question is once I get that DBA, can I just update my current Quickbooks account to show that name? Do I just have to update my W9 on my QBSE account? If so, how do I do that?

couto558
Level 2

That makes sense. But since I'm registering a DBA, it's not technically a new business right? Everything is the same as when I was operating under my legal name. I'm still a sole proprietor. My tax info shouldn't change. I'll just be doing business under a different name. My W9 will be the same, only now I will have the second line filled out that will have my DBA.

My question is once I get that DBA, can I just update my current Quickbooks account to show that name? Do I just have to update my W9 on my QBSE account? If so, how do I do that?

 

I hope this makes sense. I just want to update my current account to have my DBA once I acquire it. I'm not starting a new business. It's the same one that I had when I first made my QBSE account, I'm just doing business under a different name. It's still the same business as before.

Ryan_M
QuickBooks Team

Hi @couto558,

 

Thank you for your prompt reply. 

 

If the other company in question has the same EIN as what you registered in your QuickBooks Self-Employed (QBSE) company, then you can update the business name on the Intuit Accounts page.

 

Otherwise, you'll need to subscribe to a different QBSE subscription for your other company. 

 

As for your taxes, take a look at this article: QuickBooks Self-Employed annual tax guide. It's a complete guide on what you need to do from a certain period.

 

Let me know in the comments below if you have any other questions about your QBSE account. I'll be around to help you out. 

couto558
Level 2

Okay. That makes sense.

As I said, my W9 will be the same. I'll just be adding a DBA but it's under the same entity. Before the DBA, I was running my business under my full legal name as a sole proprietor and my SSN acted as my EIN. In that case, the tax IDs should be the same for when I add my DBA.

 

I was under the impression that adding a DBA shouldn't affect any of that, as long as the EIN didn't change, which it hasn't for me. But as long as I can add it to my QBSE account, it should be fine. 

 

Another question, when I do update my W9, can I use that Intuit Accounts page link to upload to my QBSE account?

 

Joesem M
QuickBooks Team

Thanks for getting back to us, @couto558.

 

Yes, you can use the Intuit Accounts page once you update your W9. Once you change the information in your QBSE count it should also flow in your W-9.

 

 In case you need to update your W-9 information, you can go to the Tax Profile. Let me show you how.

  1. Go to the Gear icon. 
  2. Click Tax Profile
  3. Select the Tax Profile tab. 
  4. Update the information and click Save
  5. Go to the W-9 information tab. 

For more information, you can check out this article: Fill out a W-9 and view your 1099-MISC in QuickBooks Self-Employed.

 

Let me also share these easy-to-access articles, webinars, and video tutorials that will help you in familiarizing the different tasks, features, and functions of QBSE. Below are the following:

 

Let me know if there's anything that I can help you with. I'm always glad to help in any way I can. Have a great rest of the day!

 

 

couto558
Level 2

Hey again. Slight issue. 

 

The link that Ryan_M provided doesn't show where I can add my DBA. Is there somewhere else I have to go?

 

Just need some clarification. Thanks!

 

-Cameron

Ethel_A
QuickBooks Team

Hello there, couto558.

 

I appreciate you updating us with your concern about adding Doing Business As (DBA) feature in QuickBooks Self-EMployed account. 

 

As mentioned above by one of my peers MaryJoyD, you would need to subscribe to another QBSE account. One QBSE account is equivalent to one self-employed business.

 

There will be no option to add Doing Business As. Instead, you can add a new subscription. 

 

Here is where you can add a new account.

 

Feel free to reach back out to me if I can be of more help about adding a new subscription. I'll make sure to get back to you as soon as I can.

couto558
Level 2

Really?

But Ryan_M said I can update it through the link he provided. My DBA is using the same EIN when I worked under my legal name. Since that was the case, I thought I could just update my W9 to reflect that new DBA. At least that's what I was told.

 

I'm just wondering where in that link Ryan_M sent I go to update that info.

MaryJoyD
QuickBooks Team

Yes, you can update your DBA from the link provided by Ryan_M, @couto558.

 

Let me show you how to do it from your QuickBooks Self-Employed (QBSE) account.

 

Follow the steps below:

 

  1. Log in to your QBSE account through this link: https://selfemployed.intuit.com/login.
  2. Click on the Gear icon and click on Intuit Account.
  3. Select Manage personal info on the page that appears.
  4. Click on the Name to update it. 
  5. Choose Save once you're done.

 

You can visit the following article for more information on managing your account: QuickBooks Self-Employed Overview. This page includes steps on how to record your self-employed income and expenses, track mileage, and prepare your Schedule C. 

 

I'm always here if you have follow-up questions with updating your account's profile. Let me know by leaving a reply below. Take care and have a great rest of the day!

couto558
Level 2

Thanks.

 

I tried entering my DBA in the last name section but it said it wasn't valid.

 

I went into Products and Billing and clicked a link under Your Products. I clicked on [company name removed], which is a client of mine, so I'm not sure why they have a page here. I did bill them using QBSE's invoice function. Maybe that's why? You can see in the image below. [Removed]

After clicking on that, I pressed the blue Manage My Quickbooks button and it took me to this unfamiliar site. [Removed]

It looks like here I can add my DBA in, but I just want to make sure that, 1. this is an actual Intuit site that I can edit, 2. It won't cause any problems when I update.

AlexV
QuickBooks Team

Hi couto558!

 

I understand that you need to edit your DBA. I'm here to help you.

 

The Intuit accounts page allows you to update your personal info as well as the login details. From there you can also see all the Intuit products you are subscribed to.

 

For QuickBooks Payments, you're on the right page to edit the DBA. Simply click the Edit button and enter the last four digits of your business Tax ID number. Click Submit and follow the on-screen steps on how to update it. It won't cause any problem as long as it matches your deposit bank account info.

 

In QuickBooks Self-Employed, we can only update the work info when creating invoices. Follow these steps:

  1. From the Invoices menu, select Create invoice.
  2. Click the Edit work info button and change the details.
  3. Enter the DBA in the Name field. Tap Save.

 

I encourage you to visit these links for more references in using QuickBooks Self-Employed.

 

Need more help? Please comment again here and we'll reply as soon as we can.

couto558
Level 2

Okay. So when I hit the Edit button and it takes me to the screen where I can change the info, I just add the DBA to the Doing Business As section? Or do I add it to the Legal Business Name box? My W9 has both my legal name and DBA name, so I'm not sure if I add it to one place or to both.

 

Also, my DBA will be using the same bank account as before when I worked under my legal name. I'm not getting a separate business account, at least not now. Do I have to update my bank account as well to reflect this DBA? It's my personal bank account. If you don't know the answer to that, it's fine. I can probably speak to my accountant or something.

AlexV
QuickBooks Team

Thanks for the reply, couto558.

 

The Legal Business Name is different from the DBA. You'll need to enter your new DBA in the Doing Business As (DBA) field.

 

Also, it's a requirement in QuickBooks Payments that the DBA should match the name on your deposit bank account. Before you change it, I suggest reaching out to our Support Team to see if they have other workarounds about it.

 

In addition, you may check this link: Update business and account information. This will explain further how to update the info in your QuickBooks Payments account.

 

Keep on posting here if you have other concerns. Thanks!

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