How to Update Your Company Information In QuickBooks 2019

Watch QuickBooks 2019 video tutorial, we will introduce you to the home screen and will demonstrate how to update your company information from My Company page.

Hey, welcome back! We are working in module two and at this point, we’re all the way down to section three. I wanted to take a moment and just go over a little feature called My Company.

We just completed the actual Easy Step Interview where we were able to put in the company name, company address, those types of things. There will be times when you need to change that information and I’d like to show you where to go to actually do that.

This is what we call your Home screen in QuickBooks. If you happen to have just completed the Easy Step Interview you might have a popup window here that will allow you to put in your customers, your products. It might allow you to put in your bank account information.

We’re going to do all that a little bit later, but you’ll notice in the bottom right of that window is a little button that says Start Working. And if you want to click on that it will go away and then you can head on up to Company on the menu here.

I’m going to click on this option that says My Company and you’ll notice that this is where your address, your phone number, your fax, email, website, all that lives.

If you want to change any of this go ahead and head up to the Edit button which looks like a little pencil here and then you’ll be able to type in any of these fields.

Something that might be very helpful to do is actually take this phone number right here and copy it and put it up in this address line.

And the reason for that is because when you go ahead and send out forms, like an invoice, it’s going to pull this address block but it won’t pull the phone number because it considers that a separate field.

Now you can go in and customize that template and actually add it but let’s add it now so we don’t have to worry about that later.

I’m just going to right click and copy this phone number. And what I’ll do is come up in the address block, come down a line, and then I’ll just paste in the phone number that way.

And of course, I could add the fax, email, and website here too. When I click OK it’s going to say that I didn’t update the legal address. What it’s talking about is the legal address is over here and QuickBooks puts in the same thing you see here in the legal information option here.

If you want it to upgrade that you can go ahead and say Yes or no and then you can see that it will save the information that you just put in there.

While I’m here let me tell you a few other things about this particular window. Down here these are all some services that Intuit can provide.

And if you ever wanted to look at some of these, for example, you might be interested in their merchant services account, you might want to order checks from Intuit, and remember you don’t have to order them from Intuit. You can order them anywhere you like.

There’s also a few other things here you may be interested in. Over on the right as well you’re going to see your product information.

And if you haven’t activated your account go ahead and do that now because what’ll happen is if you don’t activate it within a certain amount of time then it’ll actually lock you out and you’ll have to call Intuit. So make sure you activate your account.

That’s all you need to know about that My Company option there. I’m going to go ahead and hit the X and close out of it and that’ll put me back on my Home screen.

That’s it for the My Company Overview. Let’s head on over to the next video and talk about identifying the components of the QuickBooks environment.

Cindy McGuckin

Cindy McGuckin is an IT trainer with over 20 years of experience. Cindy currently manages the IT Training Department at Trident Technical College, she's a Member of the Association of IT Professionals, Charleston, SC chapter and the Treasurer of the South Carolina Association of Continuing Higher Education.Cindy is a Microsoft Office and QuickBooks expert and her online courses have received hundreds of 5-star reviews. Her no-nonsense approach to teaching complicated topics makes her classes engaging and interesting.