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infolinkfencing-
Level 1

How do you change the contact name (not the business name or information butbthe name of the person automatically generated emails from quickbooks go to?

 
6 Comments 6
Daniela_A
QuickBooks Team

How do you change the contact name (not the business name or information butbthe name of the person automatically generated emails from quickbooks go to?

I'm so happy to see you here, @infolinkfencing-.

 

Are you trying to update your client's information? If so, I have all the steps that you need to accomplish them. Let me show you how:

 

  1. In QuickBooks Online Accountant, go to the Clients menu.
  2. Find the client.
  3. Select Edit client in the Actions column.
  4. Make your changes.
  5. When you're done, select Save.

If you don’t see the changes immediately, kindly refresh your web browser.

 

To learn more about the steps above, feel free to visit this article: Manage clients in QuickBooks Online Accountant. It also contains information about how to keep track of clients and update your client list.

 

If you have further questions about managing your client's list, please post a reply below. I'm always around to help. Keep safe.

infolinkfencing-
Level 1

How do you change the contact name (not the business name or information butbthe name of the person automatically generated emails from quickbooks go to?

not a clients information our companies.  I can see when I can go in and change some information but when quickbooks send us an email for example with our membership payment confirmation the name they are addressing it to is completely wrong

SarahannC
Moderator

How do you change the contact name (not the business name or information butbthe name of the person automatically generated emails from quickbooks go to?

Hello there, infolinkfencing.

 

I appreciate you getting back here and providing additional information about your concern.

 

Let's review your Intuit account information to make sure your personal information and contact details are correctly entered.

 

  1. Go to this link: Manage Intuit Account
  2. Select Personal info.
  3. Click name and modify the details if necessary.
  4. Hit Save to reflect the changes.

 

If the name is correct, but still you're seeing a wrong detail in the membership payment confirmation, I'd highly recommend contacting our Support Team. They'll check your account in a private environment and help us change it.
 

  1. Within your QBO account, go to Help in the upper-right corner.
  2. In the Search tab, click Contact us.
  3. Enter a brief description of your concern.
  4. Click Continue.

Here's an article that helps you manage your account: Your QuickBooks account.

 

You're always welcome to post in the Community if you have other questions correcting your information. Take care and stay safe.

infolinkfencing-
Level 1

How do you change the contact name (not the business name or information butbthe name of the person automatically generated emails from quickbooks go to?

Do you have something that resembles tech support? I am not getting help with my issue. I need to speak with someone directly 

colin4220
Level 1

How do you change the contact name (not the business name or information butbthe name of the person automatically generated emails from quickbooks go to?

Were you able to get an answer to this? I have the same issue

 

Thanks

DivinaMercy_N
Moderator

How do you change the contact name (not the business name or information butbthe name of the person automatically generated emails from quickbooks go to?

Hi there, @colin4220.

 

I got here additional steps to help you change your contact name in your QuickBooks Online (QBO) account.

 

To do so, you can update it by following these steps:

1. To start, download and complete the Contact Name Change template.
2. Next, select one of the following supporting documents:

  • Marriage license.
  • Current government-issued ID like a state-issued ID, a driver's license, or a passport.

3. Then, contact our phone support team to submit the form and upload your government-issued ID via Intuit Customer File Exchange.

 

For reference, read this article: Update business or contact names on your account.

 

Just in case you need to modify the details of your business information, you can easily perform it by following the instructions found in this link: Change your business name, contact info, or EIN in QuickBooks Online.

 

If you have other concerns revising your account details, please don't hesitate to leave a reply below. I'm always here ready to lend a hand. Have a good one.

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