Here are some tips on transferring ownership from a company to an individual, Gail.
First, could you please confirm if you're looking to change the business type and name in QuickBooks Online (QBO)? Additionally, please share any error messages you've encountered during the modification process, as this will help us identify the issue.
If so, let's perform troubleshooting steps to see if this is a browser-related issue. Clearing your regular browser's cache can speed up browsing by removing outdated and corrupted data from frequently visited websites.
If you're trying to update account ownership, please note that only the master admin can change the primary admin user. However, if you aren't the master admin, you can request to become the primary admin or contact the current admin of the QBO account.
I'll also share this article in case you want to personalize and add specific info to your sales forms: Customize invoices, estimates, and sales receipts in QBO.
Feel free to reply on this thread with additional information if you need further assistance.
