---

@MRH-QHC wrote:

 Are they going to sell our SS #'s to others that will steal our identity??

---

Even if they don't sell it, it's just bad practice to have this information in YET ANOTHER DATABASE that can be potentially hacked into and stolen by hackers.

We, everyone, need to practice limiting our data exposure. What happens when your data and identity are stolen from a company? They give you a free 2 year credit monitoring company to whom you have to yet again give all your personal information to so that now they can monitor and have all your information stuck in yet another database.

Certainly a utility could be written to interface with "the list" and perform basic pattern matches resulting in "pass" or "fail" outcomes.  However, and assuming the information about the list is accurate, were such a utility to utilized, it would be necessary to verify the source data used to compare against the list from time to time in order to assure the source of the direct deposit transaction (payer) is indeed the same as the information on file assumes.  Just saying...

Bingo.

I don't know who my Account Principal is. Is there a way to tell? I want to change the Account Principal to myself but I don't know who's signature to get for the change form.

MikeHub

I'll help you become the new Account Principal in your QuickBooks Desktop (QBDT), Mike.

To know the current primary principal of your account, I recommend contacting our support team. One of our agents can look into your account and check it for you. Once you have the name of the current principal, you'll want to contact them and ensure both of you signed the request letter.

If the principal isn't available to sign the letter, you'll want to make sure you state the name of the old principal and the reason in your letter. Here are the requirements needed in changing a primary principal: 

1. Completed Primary Principal change form.
2. A request letter signed by all principals on the company letterhead explaining the reason for the principal change.
3. A Photocopy of the new principal's government-issued ID.
4. Then Contact QuickBooks Desktop payroll support to submit the form and other requirements above via Intuit File Exchange.

You can also read through this link for more details about the process: Change primary principal for Basic, Standard, and Enhanced Payroll.

I'm also adding these links that you can read for additional reference and how to flawlessly manage your payroll:

• Understand why you need to update your account info for payroll
• Learn about QuickBooks Desktop Payroll with how-to videos

You're always welcome to tag me in your reply if you need further assistance changing your primary principal. I'll be here to help you.

I do not use direct deposit so I didn't have to update the principle admin.  However, within the last month I now have to send payroll data to intuit for compliance with "workplace".  Not sure what that means.  I've never had to send any payroll data to Intuit in the past.  What changed?  It is a list of each employee I paid with paper checks.  If I don't send this data it eventually won't let me update my payroll and I can't run any payroll.  I don't understand why this is any of intuits business and makes me wonder what they are doing with this information.

I'm here to share insights about this payroll update with QuickBooks Desktop (QBDT), @toro2000.

Before we start, I'd like to verify if you've previously used direct deposit in paying your employees or running payroll in QBDT? Any additional details will help me provide the appropriate information for your payroll concern.

When you're currently utilizing the e-pay/e-file feature and let employees view paychecks (paper checks) online through QuickBooks Workforce, you'll have to send your payroll data to Intuit and update your account's principal admin. This way, you can keep your payroll updated and let employees continue to see paychecks online using QuickBooks Workforce.

To know more about this process, I'd recommend checking out this article: Understand why you need to update your account info for payroll.

In keeping with this, I'm also adding this article to guide you in managing your payroll account and employees using QBDT: QuickBooks Help Articles. It includes topics about account management, editing payroll, and benefits, to name a few. You can click the + More topics button to view other selections. Then, explore video tutorials to learn your way around QuickBooks.

Please don't hesitate to let me know in the comments if you have other payroll concerns. I'll gladly help. Take care, and I wish you continued success, @toro2000.

I appreciate all this support in stripping QB's intentions. See how they try circumvent the discussion in replying about how to change the officer's info. Better talk about climate change...

Absolutely, SHAME ON YOU QB/PR for suspending our account on PR due to regulations that do not concern you. Your are NOT a banking service.... these regulations are run/supported in use with banks & WORLD bank to verify funds transfers off shore. The Feds already have the information that you seem to think you need to keep our PR going. You don't have authorization to verify our personal staff by their SS, DOB, Government issued ID.....We will be making sure anyone we know that wants to use QB to go find another product to use.

Is this Principal's Private Info a requirement only of the desktop version of QB?  I haven't encountered any challenges with my business using direct deposit that are managed wit QBO.

Michelle

Welcome to this thread, strickler1.

Let me share the required information needed to setup a direct deposit in QuickBooks Desktop:

• Business name, address and EIN.
• Principal officer social security number, birth date and home address.
• Online bank credentials or bank routing and account numbers.

Since QuickBooks Desktop (QBDT) and QuickBooks Online (QBO) are two different design platforms, they also differ in some features. To compare, here's an article that provides information on the process of activating direct deposit in QBDT and in QBO.: Set up your company payroll for direct deposit.

If you have other payroll concerns, feel free to comment down below. The Community is always open to help you out. Have a great day.