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ruth-maximsmithf
Level 1

How do I revise the name of my Merchant Account? My law firm has added a partner, and I can't get the master account name to reflect the change.

 
1 Comment 1
Rea_M
Moderator

How do I revise the name of my Merchant Account? My law firm has added a partner, and I can't get the master account name to reflect the change.

Revising the name of your Merchant account is my priority, @ruth-maximsmithf.

 

When you're the primary admin user, you can update all banking, business, and account information for QuickBooks Payments. Please note that if you need to change the account SSN, tax ID, or legal business name, create a new account with the correct information. To do this, here's how:

 

  1. Sign in to your QuickBooks Payment account.
  2. Select Account.
  3. Choose Account Profile.
  4. Go to the Account Holder/Business information section.
  5. Click Edit, then revise the name of your Merchant account.
  6. Select Save.

 

I've attached a screenshot below that shows the second to fifth steps.

81.PNG

 

You can also update the email, phone, address, and bank info of your QuickBooks Payments account. For the step-by-step guide, you can refer to this article: Change your business info for your QuickBooks Payments account.

 

I'm also adding this article to answer the most frequently asked questions about managing QuickBooks Payments account: Common questions about QuickBooks Payments. It also includes topics about funding status, payments processing, and refunds, to name a few.

 

Let me know in the comments if you have other concerns about revising your Merchant account name. You can drop a comment below, and I'll gladly help. Take care, and I wish you continued success @ruth-maximsmithf.

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