Change the Company Name Shown on a QuickBooks Report, in Google Sheets

The problem

When having multiple businesses on one QBO subscription, we need to be able to change the name of the company, aka the first line on P&L, BS etc. report. I can change the name of the report, but not the business name.

When you run several businesses on one QuickBooks subscription, the report header shows the subscription's company name, not the specific business the report is for. You can rename the report itself, but not the business name on the top line, so presenting a P&L or Balance Sheet for the right entity means editing it after export.

Why QuickBooks can't do it

The company name on the report header is pulled from the QuickBooks company file and is fixed. The modern reports let you rename the report but not the business name on the first line.

Do it in Google Sheets with Retriever

In Google Sheets, the header is just a cell, so every line of it is yours.

1. Pull the report into Google Sheets

   Bring the P&L, Balance Sheet, or any report in with Retriever.

2. Set the company name, title, and dates

   Type the correct business name on the top line, name the report, and set the period label, exactly what should appear for that entity.

3. Save it as that entity’s template

   Reuse the workbook for that business so the right header is always in place.

4. Refresh with the header intact

   Scheduled refreshes update the numbers underneath while your header stays exactly as you set it.

See also

Frequently asked questions