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DWA Accountant
Level 1

Changing Primary Principal for QBDT but don't know who the previous principal was

We purchased QB Enterprise 2024 back in January, mainly to be able to use the payroll module. We didn't realize that the organization had QB payroll many years ago and we do not know who the primary principal was for payroll. QB is saying that they will not add the director of our organization as the Primary because we can't name and contact the former primary principal, in spite of having a letter from our headquarters instructing them to do so along with all the other necessary documents. This issue has been going on for months and I am very frustrated especially since I have to do payroll in Excel. If anyone has experienced this and found a solution, I would appreciate hearing from you.

 

 

 

3 Comments 3
4Gal
Level 11

Changing Primary Principal for QBDT but don't know who the previous principal was

Did your company use QB Desktop Pro/Premier + Assisted Payroll/Enhanced Payroll before switching to QB Desktop 2024 Enterprise Gold?

GlinetteC
Moderator

Changing Primary Principal for QBDT but don't know who the previous principal was

Hi, DWA Accountant.

 

I can share some insights about how the process of changing the primary principal works in QuickBooks Desktop and ensure to route you to the support resources available to help you resolve this issue further.

 

QuickBooks has strict security protocols to protect data from unauthorized access. That's why they require you to verify the previous primary principal before letting you add a new one. Even with your headquarters' letter, QuickBooks can't make exceptions due to the information's confidential nature.

 

Doing payroll manually in Excel is not an ideal situation. I'd suggest contacting our QuickBooks support again to see if there are other ways they'll accept to verify the new primary principal person so you can utilize the full payroll functionality.

 

Additionally, you can check this article to learn about the different types of payroll contacts and how to update them in the system: Change your primary principal, payroll admin, or other payroll contact.

 

Please don't hesitate to post any questions or concerns again in this thread. The Community is here.

siliconcityproplan
Level 1

Changing Primary Principal for QBDT but don't know who the previous principal was

this info is useful for me now.

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