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Recently changed bank institutes and need to update my QuickBooks 2020 desktop billing details for e-payment for taxes and my monthly payroll transaction.
When I click on manage my account and try to edit payment and also mailing address it says "only the current primary contact can change primary mailing address or payment info. Please request to sign in and perform this action."
I really do not want to have to call the call center! Please help!
Hello, Saunderslandscaping.
I'm more than happy to help you sign in to the primary contact so you can update your bank and billing details.
Just like what the message says, only the primary contact can change the bank and billing details. Do you have access to it? If so, you'll want to sign out from the regular account in QuickBooks Desktop. Then, sign in using the primary contact's login details.
If you've forgotten them, click on the I forgot my user ID and password link in the web browser pop-up window.
If someone is in charge of handling the primary contact, you'll want to ask them to log in to the Manage your Account page. Then, update your bank and billing details after.
You can also change the primary contact in the CAMPs (Customer Account Management) portal. This is where you can manage your QuickBooks Desktop licenses, payroll services and other account details.
You might be busy with business tasks. In the event that you still need help accessing the primary contact, you can chat with us as an alternative to calling. Our chat agents can pull up the account, and help you access it. Here's how:
You can visit these articles if you need help changing your e-payment bank or billing details:
I always got your back if you need help managing your payroll service. You're always free to post a question here if you have other concerns about QuickBooks Desktop.
Thank you for your help!!
I believe I am in the primary contact account. I only have one user. I have tried the forgot my user id and password but only shows the one account I use. Is there any other way around this?
Hi there, Saunderslandscaping.
You'll want to close QuickBooks Desktop and run as an admin user. Let me guide you through the steps.
Once done, you can try editing the payment method. Also, make sure you're not trying to edit the Point of Sale (POS) or Merchant Services payment method since you're unable to do that.
However, if you're still unable to edit, I recommend contacting our support team to help you verify your account status. They also have the tools to pull up your account in a secure environment.
Here's how to reach them:
You can also add Windows users with administrator rights: Create Windows Users And Give Them Administrator Rights.
Please get back to me if you need further assistance. I'll always be right here to help.
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