thread Re: Changing Main Acct Name in Archived Discussions (Read Only)

Changing Main Acct Name

Mrscott23 — Sat, 07 Dec 2019 18:16:41 GMT

I have changed my legal name and have tried everything in the app to reflect. However, it shows new correct name everywhere except when scheduling a clients appt it still shows it’s “with” my old last name. There has to be a way to update this, other than closing current account and opening a new one, which is all I have found in threads. Please help! Seems like a big hassle to add clients & all info back in to a whole new account just to change one little name. I’ve had this acct for years. Thank you!

Re: Changing Main Acct Name

Joe — Mon, 09 Dec 2019 13:48:42 GMT

Hi there, @Mrscott23! Thanks for taking the time to add your question here on the Seller Community. We are happy to have you.

As of now, the ability to change the name of an account holder associated with a Square business is considered a feature request. This is a known limitation and our Engineering and Product Teams are working in conjunction to bring this request to fruition. We understand that this can cause some headache for our Sellers, and we do appreciate your patience while we make this capability a reality.

I will note that currently, customers are only able to see information on digital receipts and scheduling confirmations that is editable within the Square system. It might be worth checking to ensure that both your Business Name settings as well as your Receipt Information are both listing your desired name.

If this doesn't seem to resolve the issue, I would reach out to our Support Team for further troubleshooting. They will assist in ensuring all designated fields reflect your information correctly.

Let me know if you have any questions! I am here to help.

I just recently incoporated my business.

Lapel24 — Tue, 04 Feb 2020 20:08:06 GMT

Hi, I recently incorporated by business from a partnership. Do i need to open a new account or can i simply change the name in Settings?

Re: I just recently incoporated my business.

ashc — Thu, 06 Feb 2020 12:44:46 GMT

Hi @Lapel24! Welcome to the Community.

I moved your post to a relevant thread about changing the account holder's name.

@Joe has more details above but to answer your question- yes you would want to make a new account if the account isn't under your name!

Change account ownership

digitallux — Wed, 11 Mar 2020 22:05:04 GMT

I've been following this topic since 2016 and the standard answer is always:

"Because each Square account is tied to the account holder's SSN and the SSN isn't something that can updated on an account, we not currently able to transfer account ownership."

Why has this not been fixed?

Four years later and y'all still have not addressed this issue? What if the original account holder died? They obviously cannot go in and shut down the account. In our case, the account holder left the company. The amount of work required to shut down our account, open a new one (and choose an employee who will not leave or die for at least 10 years) is just stupid.

If you have no plans to address this flaw, just say so. That way all of us with incorrect account holders will stop waiting and hoping for a solution. Just know that we are incredibly frustrated with this problem.

Editing Team Members

BWRDC — Wed, 01 Apr 2020 05:28:47 GMT

Anyone else having problems with name changes?
My ex helped me to get my online platform up, but after we broke up he didn’t want any part of the business. Everything about this business is in my name otherwise, including licensing, products and social media presence.
I understand that given the current global pandemic some services may not be available, but I don’t understand why I am not able to make this simple change. It’s been years since we split, but in all that time this feature hasn’t changed at all.
I don’t want to have to get in touch with my ex to make a name change, nor do I want to have to start building my site up again from scratch. Because of the inability to change the name, I am constantly reminded of him every time I access square.

I’m hoping that by bringing this up in discussion the square team will allow this change to happen.

Re: Editing Team Members

ashc — Thu, 02 Apr 2020 12:12:07 GMT

Hey @BWRDC and welcome to the Community,

I moved your post to an existing thread where another seller had the same question.

@Joe provided some more information above around ability to change your account holder name.

Re: Change account ownership

hazeicecream — Sat, 02 May 2020 15:10:17 GMT

Anything is possible, its software! Designed and created by a team of people. So that software can be changed. We have been requesting this for 3 years now. I understand there may be some legal aspects, possible even fraudulent routes to changing it, however with digital signatures and background checks it should not be an issue.

I very dislike running an account under another persons SSN, even if square had the opportunity to transfer transactions, gift cards balances and numbers, time cards, invoices and all the other amazing benefits we have taken. advantage off then I would move accounts but they don't! They only allow products transfer and if you get in touch they might then move some of your financial history. But thats pot luck!

Please Square, give us better options to this ever growing issue! Work with us and then we can work with you!

Re: Changing Main Acct Name

EcoCarCafe — Sat, 30 May 2020 19:06:43 GMT

As the seller community we need a way to escalate this issue immediately! This is a HUGE time & resource waste for any business which has change to its ownership structure.

Please is there any way as business owners we can petition or use User Voice to track the number of accounts affected by this. From reading the forms it seems like this is a fairly common occurrence & we should have a way to address this even if it is an exception process for the time being.

For a modern day SaaS company it is completely unacceptable that this is not an option & is making me question my relationship with Square considering there are many alternative options.

Last name misspelled

EliteSparkling — Tue, 05 Jan 2021 15:23:51 GMT

My last name on my account has one too many "l"s on the end. How do I update that?

Re: Change account ownership

EcoCarCafe — Tue, 02 Feb 2021 20:01:39 GMT

Speaking of fraud, not being able to change Account Names actually helps in fraud. Especially when Square's fraud detection team hasn't done a great job. I've sent a link to my post about my experience but the short version is this...

Employee(s) open fake account copying all of our information & steal appointments. Now two accounts in business name but different owner info & bank info but only the real business account has federal/state government TIN/license info. This would have never happened if account owner information is tied to verified business information.

https://www.sellercommunity.com/t5/Deposits-Refunds-Account/Re-Employee-fraud/m-p/239959#M18829

Re: Changing Main Acct Name

hazeicecream — Thu, 25 Mar 2021 19:25:24 GMT

Hello Joe, you mention in 2019

" As of now, the ability to change the name of an account holder associated with a Square business is considered a feature request. This is a known limitation and our Engineering and Product Teams are working in conjunction to bring this request to fruition. We understand that this can cause some headache for our Sellers, and we do appreciate your patience while we make this capability a reality."

Has there been any development since you posted that regarding this functionality?

Hi, my name has changed, My last name is Harrell now, is there any way I can change it?

Bossladyesq51 — Wed, 12 May 2021 13:27:57 GMT

How do I change my name, I got married and my last name is Harrell

Name issue

Jaysahope — Thu, 13 May 2021 23:57:38 GMT

I was wondering if there was a way to change your name? My legal name is Jaysa Caldwell. But I go by Jaysa-Hope Caldwell. I don’t like that it shows my costumers my name that I do not go by. Please help

Re: Name issue

ashc — Fri, 14 May 2021 12:16:07 GMT

Hi @Jaysahope and welcome to the Community.

I moved your post to a thread where this question has been answered already.

Check out the Best Answer above for details.

In the future, don't hesitate to search your question first here or on the Support Center for your quickest answer too!

Re: Office Hours: Ask Adam anything about Square Online

EvolutionDanz — Fri, 04 Jun 2021 07:31:53 GMT

Hello, My previous partner name was on our square account, but I bought his share now I'm the sole owner. how can i remove his name in the square and put my name?

Re: Office Hours: Ask Adam anything about Square Online

ashc — Mon, 07 Jun 2021 15:40:43 GMT

Hi @EvolutionDanz ,

I moved your post to a relevant thread where this question has already been answered since the Live Q&A thread you commented on was for Online Stores questions only.

In the future, don't hesitate to search your question first here or on the Support Center for your quickest answer.

Re: Hi, my name has changed, My last name is Harrell now, is there any way I can change it?

traceeprince — Wed, 30 Jun 2021 03:44:57 GMT

Me too! 10 years ago and I still can’t change my last name on my account! It is ridiculous!

Re: Office Hours: Ask Adam anything about Square Online

PRbyLavendel — Sun, 04 Jul 2021 03:16:29 GMT

Where is this thread where the question has been answered? Are you speaking of this specific thread and the "answer" by "Joe"? If so, that is not an answer, that was a brush off a couple of years ago with seemingly no resolution. If our name is changed, why are we not allowed to change our actual name? This is a giant flaw and there is no way that I will upgrade until it is fixed. I do not like having my clients come to make reservations with me when my deadname is sitting right there. Fix this issue.

If there is another answer somewhere, I cannot find it and would love the link to it so I can change my name to what it should be.

Re: Changing Main Acct Name

nin9ja — Tue, 17 Aug 2021 23:34:57 GMT

Are there any updates on this yet?

I would love this to be fixed as well! Seeing my ex's name everyday is a reminder of how much of a dumb ass I was to get married to that fool in the first place- however I started my own business and am killing it now.

I just would love to no see that old name anywhere on my new chapter. This is something I think we don't think about when we take someone else's name, nor do the writers of software like square.

Much thanks!