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jason-fireworksf
Level 1

An employee changed their last name. I updated all the information in Quickbooks and that syncs correctly with Quickbooks, but display name has old last name.

 
5 Comments 5
Maybelle_S
QuickBooks Team

An employee changed their last name. I updated all the information in Quickbooks and that syncs correctly with Quickbooks, but display name has old last name.

I want to ensure this is taken care of, Jason.

 

Currently, we're investigating why an employee's name doesn't update after correcting it on the employee list in QuickBooks Online (QBO). Please be assured that our engineers are working diligently to resolve this problem.

 

I recommend contacting our QuickBooks Support Team to be added to the affected users list for email updates on the investigation's status and resolution notification. To expedite the transaction, provide this investigation number INV-102085.

 

Here's how:

 

  1. Go to the (?) Help icon.
  2. Select Talk to a Human.
  3. Enter a short description of your concern.
  4. Click on I still need a human.
  5. Tap Contact Us to connect with our live support.
  6. Choose to Get a callback.

  

Just in case, I'll be adding these articles to help you remove and edit employee information in QuickBooks:

 

 

You can also visit this helpful resource for your guide to printing checks in QuickBooks: Print paychecks.

 

Please keep us posted if you need assistance updating employee information or any payroll task in QuickBooks. I'm always here to help.

MJ_MES
Level 2

An employee changed their last name. I updated all the information in Quickbooks and that syncs correctly with Quickbooks, but display name has old last name.

Following up on this thread because we are also unable to change Employee Display Name.  The drop-down menu for Employee Display Name is no longer available under "Personal Info" of the Employee Profile, and the Employee Display Name remains the same no matter what we do to the First and Last Name of the employee.

 

Employee Display Name is also called Employee Ref.Name when we perform Spreadsheet Sync.  We need to be able to change the Employee Display Name so all the hours can match to the same employee.

 

How may we change the Employee Display Name?  Has the Engineering Team discovered a solution?  Or can we have the drop down menu back - this option was available in 2022, but no longer available now.

GebelAlainaM
QuickBooks Team

An employee changed their last name. I updated all the information in Quickbooks and that syncs correctly with Quickbooks, but display name has old last name.

Thank you for the information, @MJ_MES. You may change the employee display name through the Personal Info section. Let me guide you through the steps.

Editing the employee display name can still be done in the Personal Info page. Although, you'll need to click the Show display name first.

Here's how:
 

  1. Go to the Payroll menu and select Employees.
  2. Select your employee.
  3. From the Personal info box, click Edit.
  4. Click the Show display name.
  5. Update the display name, then Save.

    _18f860a0-4115-4059-b626-d4b3d08183f4_.png

 

You can check out this article for more details about updating employee information: Edit or change employee info in payroll.

Additionally, you can check out this article for future reference in case you're ready to run payroll for your employee: Create and run your payroll.

Feel free to tag me in this thread if you have clarification about managing your employees in QuickBooks. I'm just a post away.

MJ_MES
Level 2

An employee changed their last name. I updated all the information in Quickbooks and that syncs correctly with Quickbooks, but display name has old last name.

Thank you for your response, Alaina.

 

Unfortunately, we do not have "Display name" field in Personal Profile.

Is there another way to access "Display name" data for each employee?

 

We have QuickBooks Online Advanced.

FaithA
QuickBooks Team

An employee changed their last name. I updated all the information in Quickbooks and that syncs correctly with Quickbooks, but display name has old last name.

Hi, MJ_MES. Thank you for getting back to us and providing additional details about updating your employees' information. Allow me to share more on this.

 

First off, we genuinely appreciate your patience and cooperation in resolving this issue. As mentioned in the workaround provided by my colleague, the Display name field in the Personal Profile should indeed be accessible by default. Since this is not the case upon replicating, I recommend contacting our customer support team. They have specialized tools to properly open an investigation and address this issue securely, ensuring the names of your employees are updated correctly. Here's how you can get in touch with them:

 

  1. Sign in to your QuickBooks Online company.
  2. Select (?) Help.
  3. Use the search field to enter your inquiry and search for Help articles, or:
    • Select Contact Us, then select a topic to connect with the right expert.

 

You can also access their direct phone number at the bottom of this Community article: QuickBooks Online Support. The team is available to support Advanced subscribers 24/7. By reaching out to our customer support, you can ensure your case is documented and tracked, and you'll receive timely email updates on the progress.

 

Lastly, if you need to run a report for your employees, here's an article that can help you: Create and run your payroll.

 

Leave a word in the comments if you need further assistance in updating your employees' information. We're always here to ensure you're provided with the best possible solutions. Please take care. 

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