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May 12, 2021
Question

Payroll Account Update

  • May 12, 2021
  • 32 replies
  • 42 views

Quickbooks Desktop is prompting me to "Update Your Payroll Account Info By July 31, 2021".  Each time I attempt to do this (multiple times over the past few weeks) I get an error code 40001.  I've had two support conversations - neither able to resolve the issue.  Anyone else seeing this?

32 replies

Level 10
May 12, 2021

This isn't the kind of experience we want you to have, @DFUSPWR. That's why I'm here to help you fix the error so you can successfully update your payroll account info in QuickBooks Desktop (QBDT).

 

When you're paying your employees and contractors by direct deposit (DD), the federal and state regulations require us to verify your business and Principal Officer info by July 31, 2021. You’ll need to make sure to update your account info to avoid any possible DD issues (i.e., paying employees and contractors and electronically paying payroll taxes and filing tax forms).

 

Here's the following info you'll need:

  • Physical business address
  • Principal Officer’s physical home address
  • Principal Officer’s Social Security Number
  • Principal Officer’s date of birth
  • Business type
  • Industry type

 

To fix the error and update your business and principal officer info, you’ll need to do these two things:

  1. Get the latest QuickBooks Desktop release.
  2. Sign in as the Primary Admin in your QuickBooks company file and sign in through your Intuit Account

 

In case you want to learn more about why you are required to provide your business and Principal Officer info in QBDT Payroll, I'd recommend checking out this article: Understand why you need to update your account info for payroll.

 

Also, I'm adding this article to further guide you in managing your payroll account and employees using QBDT: QuickBooks Help Articles. It includes topics about processing payroll and paying your liabilities, to name a few.

 

Let me know how it goes in the comments below. Don’t hesitate to visit us again here in the Community if you have other QuickBooks concerns. I’m only a few clicks away for help. Take care always.

DFUSPWRAuthor
May 12, 2021

Thank you for your response.  I have automatic updates turned on, and in the second chat with an Intuit associate we went through these steps just in case but without success.   

 

Any other suggestions? 

QuickBooks Team
May 12, 2021

Thanks for coming back to us, @DFUSPWR.

 

The error code 40001 occurs when the Realm ID that is present within your QuickBooks no longer matches the number we have in our payroll system. I would recommend contacting our payroll specialist. They'll help us check for a Realm ID within your company file and proceed with troubleshooting.

 

Here's how to contact them:

 

1. Go to the Help menu once you open QuickBooks.

2. Click QuickBooks Desktop Help or press F1 on your keyboard.

3. Select the Contact us button. 

4. Enter a short description of your concern in the Tell us more about your question box. 

5. Hit Search. Select Start a message.

 

You may want to check the article below to get additional information about entering payroll information: Add historical payroll information to your QuickBooks Desktop Payroll.

 

Lastly, in case you’re planning on running a larger than normal payroll for things like bonuses or pay raises in the future, you can request a direct deposit increase. For more info, please check out this article: Get help if you're over a direct deposit limit.

 

I've got your back if you have more questions about managing your direct deposits in QBDT. Just comment back so I can assist you further. Have a good one.

May 21, 2021

I have QuickBooks Desktop Pro Plus 2021

We are supposed to update our payroll account before the end of June.......but when I click on "update"

I keep receiving the Error Code: 40001  it says "something's not right. We're unable to complete your request at the moment. Contact our support team for assistance."

 

Level 9
May 21, 2021

WeIcome to this thread, patrex.

 

I appreciate you for letting us know you're experiencing the same error. 

 

The steps outlined by my colleagues above are the common ways to fix the error code 40001. If you haven't tried them, I suggest doing so.

 

If the error persists, it would be best t reach out to our QuickBooks Team for further investigation. They can review the status of your payroll and look for ways to come up with a complete resolution.

 

Here are the steps to contact support:

  1. Click Help at the top menu and select QuickBooks Desktop Help.
  2. In the Have a Question? window, enter a topic.
  3. Click Contact us.
  4. Hit the Stat Messaging button.
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Please take note our operating hours for chat support depend on the version of QuickBooks that you're using. Please see this article for more details: Support hours and types.

If you need other helpful articles in the future, you can always visit our site: Help articles for QuickBooks Desktop.

 

Feel free to drop a comment below if you have any other questions. I'm always happy to help. Have a good day.

May 21, 2021

Yes and of course you CANNOT get thru on the phone. I'm using the same pin as I can with the IRS and my payroll taxes go thru. I'm very frustrated. I paid over $1,100 last week to upgrade my QB and renew my payroll and now I can't get them to talk to me. The auto operator keeps hanging up on me.

June 15, 2021

I cannot update my payroll info either for the 7/31/21 mandatory update. It says I don't have permission even though I'm logged in as Admin.

 

I've been passed around to 9 different ppl and been on the phone with 2 pp only to be told they couldn't help me and they'll get me to the correct department. The last person just ended the chat and never said a word!

 

This is so ridiculous...WHY Quickbooks can you not help your users?!?

Level 9
June 15, 2021

Hi there, bdorin,


I appreciate you for letting us know about your experience with the support. This is something Intuit doesn't want you to come across in your future interactions.

 

Since you're already logged in as an Admin and can't still update your payroll information, I suggest contacting our QuickBooks Care Support. This requires pulling of your account in a secure environment so we can review the status of your payroll and update it successfully

 

The availability of support depends on which type of subscription you're using. You can check out this article for our contact information. Click on the QuickBooks Desktop drop-down to see the most updated support schedule: Support hours and types.

 

I also encourage checking our Help articles page to learn some tips in managing your QuickBooks account. Please ensure that you selected the correct product. From there, you can read articles that can guide you in completing your future task.

 

Feel free to drop a message to this thread to share your concerns or questions. We're always here to assist.

June 28, 2021

I'm no longer receiving the 40001 Error, but now after I've entered my updated info., I'm getting an error message that my PIN isn't valid.  I just used it this morning to transmit payroll.  I have not changed it in months.

Moderator
June 28, 2021

It’s great to hear that you’re no longer receiving the 40001 error. I’ll help you resolve this new error message, @CS Graphics.


In QuickBooks Desktop (QBDT), you have the option to reset your PIN. This way, you can successfully update your account information and continue to transmit payroll.


Here’s how:

 

  1. Log in to QuickBooks as admin.
  2. Go to the Employees menu and then Send Payroll Data.
  3. In the Send/Receive Payroll Data window, click Send.
  4. In the Payroll Service PIN window, select Forgot your PIN?
  5. Enter your admin password in the Password field.
  6. Press OK.
  7. Enter a new PIN when prompted.
  8. Select Submit.


Please ensure that your PIN consists of 8-12 characters. A combination of letters and numbers with no special characters like $ % #, etc. Check out this guide to learn more: Change PIN for processing direct deposit payroll.


You can use the Customer Account Management Portal (CAMPs) for QBDT if you need instructions about managing account information. It has several resources that contain things you can do in CAMPs.


Please don't hesitate to add a comment if you have other concerns with updating your payroll account info. We’ll be here.

July 22, 2021

Today I tried to do the required federal/state update of info in QB Desktop Payroll by following the QB instructions: Employees>Payroll Center>clicked on the info banner>clicked on Update Now. Nothing happened. No error message. No pop up window. I tried it repeatedly. With just a week left to be in compliance and be able to do direct deposit with next week's payroll what do I do now?  

QuickBooks Team
July 22, 2021

I can see the effort and time you exhaust to update your payroll account, RJW2792.

 

Upon further research, I've found that this is currently under investigation by our product engineer team (INV-59171).  I'd recommend communicating with our Customer Care Team to add you to the affected users. This way,  you'll receive an email notification whenever an update becomes available. 

 

  1. Open QuickBooks.
  2. Go to Help, then select QuickBooks Desktop Help.
  3. Select Contact Us.
  4. Give a brief description of your issue, then select Let's talk, and then choose a way to connect. Phone support may be limited due to volume.


For more details and for you to be guided about our support hours, you can check out this link: Support hours and types.

 

Keep me posted if you need anything else concerning payroll. I’ll be right here to help you. 
 

July 27, 2021

Mine has been saying by 7/31/21 for quite a while now, I've just been dragging my feet. But now I log in and it says by 8/31/21. Maybe people are having such a hard time with this that they are extending it. I wonder if it'll change to 9/30/21 the closer I get to the end of August.

September 8, 2021

Now my date has been pushed to 9/30/21. Cool, the more I wait the more time I get.

Level 9
September 9, 2021

I appreciate you for keeping us updated, MrTom4.

 

All the possible troubleshooting steps were already shared in this thread to resolve the payroll update issue. If you've tried all with no avail, I recommend contacting our technical support team, so they can add you to the list of our affected users. This way, you’ll be notified once an update becomes available

 

Here's how:

 

  1. Open QuickBooks.
  2. Go to Help, then select QuickBooks Desktop Help.
  3. Select Contact Us.
  4. Give a brief description of your issue, then select Let's talk, and then choose a way to connect. Phone support may be limited due to volume.

To ensure we address your concern, our representatives are available from 6:00 AM to 6:00 PM on weekdays and 6:00 AM - 3:00 PM on Saturdays, PST. See our support hours and types for more details about this one.

 

I also encourage you to visit this article to learn more about the earlier release update: Latest payroll news and updates.

 

You can visit our QuickBooks Help Articles page for more insight s about managing your business in your software.

 

Let me know how it goes or if you ran into a different situation by adding a reply below. I'd be happy to help.

August 28, 2021

Where is the banner??  I have to run payroll on Monday for deposit on Friday.  Is it going to work?  Why is there not help available on the weekend? 

Level 9
August 28, 2021

Yes, it'll work @CCHS869!

 

In QuickBooks Desktop, you'll have to run and submit your employee's direct deposit 2 days before their payday. This way, the system can process your payroll on time to avoid delaying the deposit.

 

I'm adding this article to learn more about how to pay employees on time with direct deposit: When do I need to Submit Payroll to Pay Employees on Time?

 

You don't have to worry about the banner saying you need to update your pin as long as you've updated it before processing your employee's payroll. These two articles will show you how to do so:

 

 

Finally, this reference explains how you're able to connect to our online specialist on any specific day of the week: Contact QuickBooks Products and Services Support.

 

You can always leave a comment below if you have follow-up questions with payroll processing or start a new thread if you have any other QuickBooks questions. I'll be here to lend a hand. Stay safe!

September 1, 2021

II was online for 2 hours yesterday trying to figure out how to enter information for update and then promptly disconnected when the "contact agent" couldn't figure it out.  All that time spent with no resolution!!  If my payroll and direct deposit don't work I will be definitely switching software companies. (which would be unfortunate as I have been using quickbooks for over 15 years!  This update should be much easier!

October 1, 2021

I have the lastest version of QuickBooks and I am having the update problem with error 40003

Level 6
October 1, 2021

Thank you for responding in this thread, Linda Stanley.

 

I'd like to help and shar what I know about the error message you receive in QuickBooks.

 

Error 40003 or also known as PS038 is usually the error message you receive when running a payroll update.

 

Before doing some troubleshooting steps, make sure you update your QuickBooks to the latest release. Once done, you may follow the steps given below depending on the payroll service you have.

 

  • Under Employees, select My Payroll Service, and then Send Usage Data or
  • Under Employees menu, select Send Payroll Data

 

After that, you can run the payroll updates again to see if you encounter the same error.

 

If issue still persists, you can also check out  this article to proceed on the next step to fix this error: Resolve payroll error PS038.

 

Just let me know if you still have other questions about product updates. I'm always here to help. Have a wonderful day.