Hello,
Please forgive me for being lengthy...
I am new to the community and QB in general. I recently became primary on our QB accounts because of the sudden passing of my father. Me and my siblings inherited the business. After a 3-month struggle, I was finally approved to become primary on our Intuit account. Proving ownership was a daunting task and learning to get support over IM and not able to easily speak directly with a human is frustrating to say the least. When I was able to speak to someone it was brief, and the language barrier was a challenge. I also learned that QB Desktop, Point of Sale and Intuit do not talk to each other from a support angle, which is difficult because I use all three systems, which requires three different support conversations...wow!
The business was a Trust, inherited by my father from his father. After my father passed, we inherited it (and via legal counsel) changed the business to an LLC and it lives inside our family partnership. As a result, we have a new legal name, EIN, bank account. Nothing else will change, all the accounting, POS, A/P, etc., will not change. So....I need to change this in all QB products. Intuit has an area where I can edit this information and was told that I need to change it in QB Desktop and POS. I believe I have found the "my company" section of QB to make company changes, but I have not found where to make the changes in the POS. My goal is to make a clean cutoff from the old to the new effective 1/1/22 (coincide with our fiscal calendar). I was told that any change I make in QB Desktop would take effect immediately, any changes after 3pm in Intuit will take effect the following day, as far as the POS, I need assistance with it still.
Can anyone confirm if I am on the right path? To clarify further, I am the primary on Intuit and our store GM is the primary on QB Desktop and POS. And...to make it even more interesting I am located remotely (not in the same city). I access the QB/POS via VPN - where I have learned to enter/pay bills, balance the bank statement, enter JE's etc. I have no experience on the POS and my QB skills to date are limited.
Bottom line, my main concerns are when I begin the process of updating the changes (name, EIN, bank account, etc.) in all the products, what roadblocks will I potentially encounter given my current levels of access? Can my GM successfully make the changes from his vantage point (locally)? Should I make them remotely via VPN connection, or can I? When I log in remotely, I use the "Admin" level log in. I have not tried to change any of that in QB...it just seemed to dauting at this point, and I am coming up against the wire.
If anyone has made it thus far, and can offer any feedback, I would be eternally grateful. I have been operating alone in a vacuum without collaboration and it is lonely.
Thanks,
Tammy
