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January 19, 2022
Question

How do I change the name of a client in the Subscriptions and Billing section?

  • January 19, 2022
  • 1 reply
  • 0 views
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1 reply

Level 6
January 19, 2022

Hi bnwncASG,

 

Welcome to the Community. I can see the importance of being able to change the name of a client and I'll be glad to show you how. QuickBooks provides the flexibility you need in order to manage your clients with peace of mind. 

 

Here's how to change the name of the client in QuickBooks: 

  1. Sign in to your QBOA account.
  2. Go to the Clients menu.
  3. Locate the appropriate client, then click Edit client from the Action column.
  4. Change the business name, then hit Save.

I see you benefiting more by checking out this helpful article as it provides more info on how to: Manage clients in QuickBooks Online Accountant. Let me know if you have other questions as you go through the article. I'll be one message away in case you need anything else.