Other questions
Hello there,
You can change it according to your updated company name for your forms and templates through the Preferences window by following the updated steps provided by my colleague above. You may also refer to the screenshots we attached for better reference.
- Go to the Edit menu, then Preferences.
- Tap on Send Forms.
- Click on Company Preferences.
- Choose the template you're using, then Edit or Add.
- Start to alter the details from there.
As for your Pay Now button, you'll want to review the setup again if the online payment option is enabled. Or If you've upgraded your version, you can reconnect your payments account by following these steps:
- In QuickBooks Desktop, go to the Customers menu.
- Select Link Payment Service to Company File. If you see a message about credit card protection, fill out the fields and select OK.
- Enter the user ID and password you used to sign up for QuickBooks Payments. Then click Sign In.
- Choose Connect. Or if you're transferring your payments account to another company file, click Transfer and then Yes, transfer.
For more details, refer to this article: Connect your QuickBooks Payments account to QuickBooks Desktop.
You may visit this article to learn the reconciling workflow: Learn the reconcile workflow in QuickBooks.
Don't hesitate to add more questions if you need anything else. We'd be more than happy to help you again.
