How Do I Rename a QuickBooks Online Client that Appears in QuickBooks Online Accountant Incorrectly?

How Do I Rename a QuickBooks Online Client that Appears in QuickBooks Online Accountant Incorrectly?

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Hello, AmiJames

It is so easy just follow given steps to rename a QuickBooks Online client:

  1. Reach the QBO book in question.
  2. Go to the Company tab.
  3. choose Preferences.
  4. Change the line entitled “Company Name” to remove any spaces or special characters that in place that might complicate the program.
  5. Click “Save” in the base right-hand corner of the display screen, it should return you to the Accountant tab.
  6. Choose the “Company” tab again.
  7. Select the “Manage Users
  8. Highlight the accountant whose Company Data looks incorrect.
  9. Select “Delete.”
  10. After Deleting  the Accountant, “Log Out.”

Need Help? Contact Customer Support For QuickBooks team.

Answered on June 21, 2017.
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