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Business Name Change

Forum|Forum|1 year ago
June 8, 2025
1 reply
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Hi,

I need to change the name of my business on my Intuit account. I followed directions and downloaded and filled out the Business Name Change template, scanned a copy of my driver's license and a picture of my Intuit account showing my QB Desktop Pro Plus 2024 subscription, as proof of having an active account.

The next step tells me I need a PIN number? I am not understanding that. Isn't there a way to just submit my information and make the name change with Intuit?

Thanks! PattiB

QuickBooks Desktop

Best answer by

Hi HollyNino,

I have already confirmed that I do not need a PIN as I do not run payroll through QuickBooks and there is no direct deposit. All I need is a link to upload documents to Intuit so they can change the name of my business.

Thanks so much for your input and if you can provide me with a link to upload documents to Intuit that would be great!

PattiB

Thanks for getting back, Patti. To further assist you with uploading your documents, I recommend contacting our live support team.

The most effective method for finalizing the update of your business information on our server is to contact them directly. They possess specialized tools that provide secure assistance in collecting the necessary documents.

You can reach out to one by following the steps below:

Go to this link: https://quickbooks.intuit.com/learn-support/help/en-us/contact-us.
Choose QuickBooks Desktop, and click Continue.
At the bottom, click Contact Us and type in your concern.
Click Continue and select a way to connect with us from the options. You can either connect with us via Chat or get a Callback.
Follow the onscreen instructions to proceed.

Please take note of their support hours so you can connect with them at your convenience.

Also, scan through this article for complete guidelines on managing users and implementing restrictions on your account for better organization: QuickBooks Desktop users and restrictions.

Keep me posted if you need additional help from the Community in updating company information or any related to QuickBooks. We're always available to lend a hand for assistance.

J

JamesDuanT

QuickBooks Team

Patti2021, you followed the correct procedure to change your business name.

The PIN mentioned in the process is specifically for Direct Deposit. If you're not using Direct Deposit to pay your employees, you do not need the PIN.

Otherwise, this is necessary to successfully update your data on our servers. These additional steps will help prevent any syncing issues between your company's payroll data and the QuickBooks servers.

After updating your legal business name, go to the Employees menu.
Select Send Payroll Data.
Make sure that there is no pending payroll transactions to send and enter the Direct Deposit PIN.
Click Send.

You can also check out this article to view the whole process: Update your legal business name and address.

Please ensure your QuickBooks and payroll releases are up-to-date. From there, you should be able to run payroll and process forms smoothly.

Keep us posted if you need anything else.

P

PattiB2021Author

New Member

Hey JamesDuanT,

Thanks for the info. I do not run payroll for employees so there is no issue there, and I have changed my business name with the state and the IRS so all good on that front.

Good to know I don't need the PIN. However, how do I get my name change form and supporting documents to Intuit so my account with QB shows the correct name/ When I log into my account, (and my merchant services account), it shows my old business name. I need to know how to get my documents to Intuit so they will change my business name.

Thanks!! PattiB

L

LollyNino_C

QuickBooks Team

To successfully upload your documents for your business name change, PattiB, you'll need to submit them through our system.

It is essential to have your Personal Identification Number (PIN), which is required by Intuit Customer File Exchange. Please know that this PIN is different to Direct Deposit. You'll need to contact our Live Support Team as they can help you generate this PIN and guide you in uploading the documents.

Then, the PIN can be found in the email we sent you, and it expires after 48 hours. If you have not received your PIN, please check your spam folders for an email from us. If it’s not in your spam folder, do not hesitate to contact our Live Support Team for further assistance.

For more information about changing your business name, check out this article: Update business or contact names on your account. It also contains information in case you'd also want to update your contact name.

You can follow this link to change your contact information if you haven't updated your CAMPs account. It will provide step-by-step instructions on making those updates.

Also, you can use this link to guide you editing the name of your company file. It will walk you through each step.

We are committed to providing you with the support you need when changing your company name. If you have any further questions or assistance, please feel free to contact us.

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