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Robin0420
Level 1

Name at the top left of the Homescreen on Quickbook Accountant....

has my husbands name instead of mine. Does anyone know how I can change this? Thanks!

 

 
 

 

 

1 Comment 1
Erika_K
QuickBooks Team

Name at the top left of the Homescreen on Quickbook Accountant....

I've got steps to help you change your Homescreen preferences in QuickBooks Accountant Online (QBOA), Robin.

 

No worries, we can easily modify our display settings. 

 

Here's how:

 

  1. Go to the Gear icon and choose Company settings.
    Slide1.PNG
  2. From the Company tab, click the Pencil icon.
    Slide2.PNG
  3. On the Company name field, enter the appropriate information.
  4. Hit Save, and then Done.
    Slide3.PNG

 

I'll add this guide for more info: Change your business name, contact info, or EIN

 

However, if you're referring to the different type of info that you wish to change, may I ask for a screenshot of it? 

 

This way, I can provide you with an accurate resolution.

 

In addition, read this article to learn how to keep track of clients and update your client lists: Manage clients in QuickBooks Online Accountant

 

The Community space is available 24/7 to assist with any display preferences concerns. Stay safe always! 

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