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- Click the Business tab.
- Click the Business Tools button and choose Manage Business Information.
- Click Edit.
- Modify the business name or description as needed.
- In the Owner field, modify the business owner.
- If you misspelled the name of the business tag or selected the wrong tag when you added the business, modify the business tag.
- In the ‘Business Documents’ tab, select any particular document that you want to edit, click on the ‘Gear’ icon on the far right. Take actions as appropriate and click on OK.
- If you incorrectly selected or cleared the Untagged business transactions belong to this business check box when you added the business, modify it now.
- Click OK.
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Overview
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