Company Changes in Intuit, QB Desktop and POS

TMalone · ‎December 16, 2021

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

JasroV · ‎December 17, 2021

My deepest condolences to you and to your family, Tammy.

Yes, you're on the right path in managing your Intuit accounts. Allow me to help and guide you on how to update your company information in QuickBooks Point of Sale (POS).

You'll need to go to camps.intuit.com. and sign in to your Intuit Account to update your company details. Let me guide you how.

Once you've logged in, go to the company name drop-down menu.
Select My Profile.
Click Edit on the User ID field, and update your email address.
Enter your password and click Save.
Go back to the company name drop-down menu and select your preferred company. Scroll down and look for the Authorized Users list, then select Edit.
Enter your new email address, then click Save.

You can also refer to this article for the complete details about the process: Update your user ID, phone number, and contact information for Intuit.

In addition to changing it remotely via VPN, yes, you can. You can also work with your General Manager (GM) for further guidance in making these changes. This way, you'll feel confident in modifying your accounts and steer away from any roadblocks.

Furthermore, if you need to learn some tips and tricks in managing your QuickBooks Desktop (QBDT) and POS, check out our QuickBooks Support page. Then select either QBDT or POS as your product and browse for an article that can guide you in your future tasks.

No need to ask for forgiveness whenever you need help with QuickBooks. It's always my pleasure to help you run your business flawlessly. If you have any other queries about your accounts, please feel free to add them to your reply. I'll be here to back you up!

TMalone · ‎December 20, 2021

Hi JasroV,

Thank you very much for the condolences and kind words.

The snippet below is what it looks like when I login to camps.intuit.com. I don't find the "company name" drop down menu or "my profile." I don't believe I have anything associated with my email address other than the QuickBooks Payments product. When I click on QuickBooks Payments it takes me to the page where I can select the QB Payments account Payments Service Center, which is where I found the Reports, Self-Service, etc. for that product. I believe this is where I edit the account holder/business information, the bank account. etc.

So, for some reason I am unable to see or access QBDT or QB POS.

Thanks,

Tammy

MorganB · ‎December 20, 2021

Good morning, TMalone.

Thanks for following up with those details. I'd be glad to provide some additional info regarding company changes in your QuickBooks Desktop and Point of Sale accounts.

Another route to try is accounts.intuit.com. This is your one-stop-shop to mange all of your Intuit accounts in one space. It's possible the DT and POS accounts are tied to a different account which would explain why they aren't appearing on the Camps site.

If you're still unable to view and change the info you're looking for, I recommend reaching out to a member of the QuickBooks Support Team. The following links will get you in touch with the correct team who can take a closer look at your account details:

Please don't hesitate to reach back out if you have any other questions. I'll be here to help in any way that I can.

TMalone · ‎December 21, 2021

Hello MorganB,

After more inquiries and getting support I was told that if I need to edit business changes such as business name, EIN and bank account info in QB payments, I need to create a new payments account because of the impact on 1099-K reporting. Is that true? If I need to create a new payments account, how long does that take and can I get it effective 1/1/22? I was able to speak to someone with QB payments but they were not able to direct me on how to make the changes and said that I needed to make them in QB POS and that would take care of them all. Really?? I'm so confused and I feel so ignorant. At this point I am overwhelmed with trying to update/edit the business entity in all QB products and have them all go into effect on 1/1/22.

Thanks,

Tammy

Topics

Training

Community

Resources

Company Changes in Intuit, QB Desktop and POS