How to Change the Company Name in QuickBooks

When a company is given any name, the decision is taken after very careful consideration. However, there are certain scenarios […]

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When a company is given any name, the decision is taken after very careful consideration. However, there are certain scenarios when you may need to edit or alter the name of the company. A company or an organization may alter the name because of legal or professional reasons.

Even after an expansion or merger, a change of company name can be needed. Except for legal reasons, software such as QuickBooks that is being used by an organization may also call for the change needed.

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This is the reason, why it is imperative for users to be familiar with how to change the name of companies in QuickBooks in such scenarios. In the QuickBooks accounting software, via the My Computer option, altering or changing the company name is possible.

To know more about how to change a company name in QuickBooks and why you need to do it, read the article.

Why it is important to Change the Company Name in the QuickBooks Accounting Software?

Your clients can identify you via your company name. Spotting any spell issues can leave a wrong impression on your customers. There can be other reasons why some users wish to rename the organization in QuickBooks.

  • Users may need to alter the name of the company to rectify the wrong name that was added when the company was set up.
  • If the company name was edited, you would need to show that change in the company file too.
  • Spelling issues can also be one reason.
  • After condensing a file in the accounting software, you need to alter the name in order to access the historical information very conveniently.

How to Change the Name of Your Company in QuickBooks

When you have to edit the name of your company for legal reasons, you can get the Legal Information tab in QuickBooks. Press on the Company button and choose the My Company option. Now choose Edit and go to the suggested tab. Then you can do the necessary change there.

It is important for you to be aware of the steps to change the name of the company in QuickBooks with the following method:

Step 1: Launch QuickBooks Desktop.

Step 2: Now press the Company button.

Step 3: Select My Company.

Step 4: Now press on the Edit tab.

Step 5: Now, go to the Legal Information tab.

Step 6: The name of the company is given here. Now see if the name of the company is spelt properly or not.

Step 7: Press for OK.

How to Change or Edit the Company Name in QuickBooks Online?

In case the name of the company and the name of another company are similar, then your particular clients will identify them both. Especially when the bills or documents concerned to your company are provided to your customers, then misidentification can take place.

Thus, you can change or alter the name of your company in QuickBooks Online so that your customers get inclined towards it. By following the steps given below, you can do it:

Step 1: Go to QuickBooks Online.

Step 2: Now, navigate to the Gear button.

Step 3: Press on Account and Settings.

Step 4: Click on the particular Pencil symbol that is on the right.

Step 5: Add a new name of your company in the particular Company Name field.

Step 6: Once everything has been added, click on Save.

Change the Name of the Company on QuickBooks Self-employed for the Particular Invoices

There can be a mistake in the company name on the invoice that was not identified before and now you need to rectify it. In order to edit the name of the company in QuickBooks self-employed for a particular invoice, follow the steps given below:

Step 1: Log in to the QuickBooks Self Employed.

Step 2: Now click the Intuit Account tab. The Intuit Account Manager must open.

Step 3: Click the Sign-in and Security button.

Step 4: Select the Email Address, Password and User ID section.

Step 5: Now alter the business name.

Step 6: Click on Save once you have changed it.

Step 7: Now, go out of the QuickBooks Self Employed account and log out.

Step 8: Now log in once you have refreshed.

The name of the company for your account must be updated. By following the steps given below you can change the name on the invoice:

Step 1: Press on Invoices in the particular QuickBooks Self Employed menu.

Step 2: Now the particular invoice gets opened.

Step 3: Now, choose the Edit feature.

Step 4: Press the Edit Work info option.

Step 5: The name has to be edited.

Step 6: Now navigate to Save in the last step.

In order to change the name of the company, you may need various reasons. But you may encounter several legal problems when you attempt to make this change.

With the reading above, you can understand how and when you need to change the name of the company in QuickBooks.

Still, if you are stuck anywhere and think that to change the name of the company in QuickBooks you need professional help, you can reach out to us.

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How to Change the Particular Address of a Specific Company in QuickBooks?

In order to change the particular address of a specific company in QuickBooks, you need to follow certain steps given below:

Step 1: Navigate to the Gear icon that is at the top of the account.

Step 2: Press the option Update your personal information.

Step 3: Now, you need to update the address in the respective address segment.

Step 4: Finally, you need to click the Update button.

How can you Edit or Alter the CIN and PAN of a Particular Company in QuickBooks?

In order to edit or alter the CIN and PAN of a particular company in QuickBooks, you need to follow certain steps given below:

Step 1: Navigate to the Gear icon which is available at the top of the Company Settings.

Step 2: Press Company from the particular list on the left side.

Step 3: Now press PAN/CIN. Now add the right PAN/CIN.

Step 4: Finally, you need to click Save.

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Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


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XLS, XLXS, etc., are supported file formats by Dancing Numbers.


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Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


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How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

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