Business Name Change

Patti2021, you followed the correct procedure to change your business name.

The PIN mentioned in the process is specifically for Direct Deposit. If you're not using Direct Deposit to pay your employees, you do not need the PIN.

Otherwise, this is necessary to successfully update your data on our servers. These additional steps will help prevent any syncing issues between your company's payroll data and the QuickBooks servers.

1. After updating your legal business name, go to the Employees menu.
2. Select Send Payroll Data.
3. Make sure that there is no pending payroll transactions to send and enter the Direct Deposit PIN.
4. Click Send.

You can also check out this article to view the whole process: Update your legal business name and address.

Please ensure your QuickBooks and payroll releases are up-to-date. From there, you should be able to run payroll and process forms smoothly.

Keep us posted if you need anything else.

Hey JamesDuanT,

Thanks for the info.  I do not run payroll for employees so there is no issue there, and I have changed my business name with  the state and the IRS so all good on that front.

Good to know I don't need the PIN.  However, how do I get my name change form and supporting documents to Intuit so my account with QB shows the correct name/  When I log into my account, (and my merchant services account), it shows my old business name. I need to know how to get my documents to Intuit so they will change my business name.

Thanks!!  PattiB

To successfully upload your documents for your business name change, PattiB, you'll need to submit them through our system.

It is essential to have your Personal Identification Number (PIN), which is required by Intuit Customer File Exchange. Please know that this PIN is different to Direct Deposit. You'll need to contact our Live Support Team as they can help you generate this PIN and guide you in uploading the documents.

Then, the PIN can be found in the email we sent you, and it expires after 48 hours. If you have not received your PIN, please check your spam folders for an email from us. If it’s not in your spam folder, do not hesitate to contact our Live Support Team for further assistance.

For more information about changing your business name, check out this article: Update business or contact names on your account. It also contains information in case you'd also want to update your contact name.

You can follow this link to change your contact information if you haven't updated your CAMPs account. It will provide step-by-step instructions on making those updates.

Also, you can use this link to guide you editing the name of your company file. It will walk you through each step.

We are committed to providing you with the support you need when changing your company name. If you have any further questions or assistance, please feel free to contact us.

Hi HollyNino,

I have already confirmed that I do not need a PIN as I do not run payroll through QuickBooks and there is no direct deposit.  All I need is a link to upload documents to Intuit so they can change the name of my business.

Thanks so much for your input and if you can provide me with a link to upload documents to Intuit that would be great!

PattiB

Thank you so much RoseJillB!  I was able to do an online chat and got my documents uploaded.

I appreciate everyone's input!

PattiB

Thanks for getting in touch with the Community, PattieB2021.

I'm happy to hear RoseJillB was able to help with getting your documents uploaded.

You'll also be able to find many detailed resources about using QuickBooks in our help article archives.

Please feel welcome to send a reply here, or create a new thread, if there's ever any questions. The Community's always here to help. Have a great Monday!