For security reasons, we do not change company information or personal e-mail addresses for you. You can change your information by logging into QuickBooks Online and following these steps.

It's quick and easy to change your company name, address, email, PAN or CIN in QuickBooks Online.

To Change the Company Name:

If you have recently changed your company name, you will need to update it in several places in QuickBooks Online:

  • Company name ("Doing business as" name or "Trade Name", i.e. how your customers recognise the company)
  • Legal name (Name used to communicate with the government. - If left blank, the Company Name will be used).
  • Email Messages
  • Location List (QuickBooks Online Plus Only)

Company name

  1. Select the Gear icon at the top > Company Settings
  2. Click Company Name and update the Company name field.
  3. Click Save.
  4. Click Done.

Legal name

  1. Select the Gear icon at the top > Company Settings
  2. Click Company name and update the Company name field.
  3. Click Save
  4. Click Done

Email Messages

    1. Select the Gear icon at the top > Company Settings
    2. On the side menu click Sales, select Messages and then fill out the info.
    3. Make sure the correct company name is listed within the Subject: and Message: boxes. If it's blank, click Use Standard Message to prefill with your new company information and change as needed.
    4. Click Save.

Location List (QuickBooks Online Plus Only)

  1. Select the Gear icon at the top > All Lists.
  2. Click on Locations.
  3. From the menu select to highlight the Location you would like to change the company name on.
  4. Click the drop down arrow in the Action Column, then click on Edit.
  5. Under the section titled: This location has a different company name when communication with customers. change the name in the Title: field.
  6. On the right, click Save.

 

For more information on how Location tracking can affect Sales Forms see Customising sales forms by location.


To initially set up your company's contact information Click the Gear icon > Choose Company Settings
To Change the Company Address:

You can change the company address or e-mail address QuickBooks Online uses to contact you on the Your Account page.

  1. Select the Gear icon at the top > Your Account
  2. Click Update Your Personal Information
  3. Update the address fields
  4. Click Update.

To Change the Email Address:

  1. Select the Gear icon at the top > Company Settings
  2. On the left menu, click Company
  3. Click Contact Info.
  4. Click the into the Company Email field and change the email address.
  5. Click Save Changes.

To change a direct personal contact email address:

  1. Select the Gear icon at the top > Manage Users.
  2. Select your name, then click Edit.
  3. Click the into the Email Address field and change the email address.
  4. Click Save.

Important Note: Changing the personal contact email address in Manager Users is for your company internal use only and does not change the email associated with a login, how QuickBooks Online contacts the user of that login, or transfer a login (i.e. Master Admin). If you want to change the email address associated with your user ID and password information for log in, please see Change User ID and Password. To transfer the Master Admin role, see Transfer the Master Administrator role.


To Change the Company PAN, CIN:

  1. Select the Gear icon at the top > Company Settings.
  2. From the list on the left click Company.
  3. Click PAN/CIN.
  4. Enter or edit your PAN/CIN.
  5. Click Save.