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RPIMN
Level 1

Need to update principal officer information, not change principal officer

Apparently we need to update principal officer information in order to keep access to direct deposit.  I just want to change the principal officer address, not change the principal officer.  I am not seeing how to do this, even after signing into our Intuit account.   I see the information, but it is an old address that needs to be updated.  The company address is correct.

19 Comments 19
Rose-A
Moderator

Need to update principal officer information, not change principal officer

It's good to see you here in the Community, RPIMN.

 

I want to make sure you'll be guided to the right support who can help you update the principal officer information for your QuickBooks Payroll.

 

Updating the principal officer's information needs the assistance of our QuickBooks Payroll Support. I recommend gathering the following information below before reaching us:

 

  • Principal officer's name, Date of Birth, Home Address.
  • Social Security Number (SSS)
  • If you're changing the bank account, get the voided check from the new account.

 

Once you gathered all requirements, you can follow the steps below to contact us. Our phone support will help you determine which process would be best for you to use depending on your company type.

 

  1. Go to: https://help.quickbooks.intuit.com/en_US/contact or https://quickbooks.intuit.com/learn-support/en-us/contact.
  2. Choose your QuickBooks Product.
  3. Select your QuickBooks version.
  4. Give a brief description of your issue and click Continue.
  5. Then choose a way to connect.

 

To know more about this process, you can go through the following resources below. This will provide you in-depth details on how to change and update principal's information:

 

Principal officer verification for Payroll IDV holds.

Verify your principal officer and business identity for payroll or payments accounts.

 

Leave a post below if there’s anything that I can assist you with or if you have any additional questions about this topic. I’m always here to help. Have a wonderful day!

Rose-A
Moderator

Need to update principal officer information, not change principal officer

Hi, RPIMN.

 

Hope you're doing great. I wanted to see how everything is going about updating the principal officer's information you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I'd be happy to help you at anytime.

 

Looking forward to your reply. Have a pleasant day ahead!

ClingenpeelSandra
Level 1

Need to update principal officer information, not change principal officer

We are having the same problem, were you able to get this resolved?  If so can you please advise how to proceed.

katherinejoyceO
QuickBooks Team

Need to update principal officer information, not change principal officer

Thanks for joining in this conversation, @ClingenpeelSandra. I'm here to guide and help ensure your principal officer's information is updated. 

 

The best way to get this updated, if you're unable to, is by contacting our Customer Support Team and request a callback. They have more advanced tools to help you edit this feature.

 

As mentioned by my peer above, you'll have to prepare the principal officer's information before contacting us. 

 

For additional insights, read through this article to learn more: Principal officer verification for Payroll IDV holds

 

The Community is always here to help if you have more questions. Have a great day!

JohnD21
Level 1

Need to update principal officer information, not change principal officer

This is insane. The email I received says there should be a banner to click on to do this. I've made sure my version is updated and still nothing. Why would it take customer service to do a simple task like updating principle officer info?

HDSH
Level 1

Need to update principal officer information, not change principal officer

Is contacting support the only way to change the principal officer's information?  I did the contact chat and got redirected to 3 different people and then when the 4th person finally came on 45 minutes later, I apparently didn't reply in a timely manner and the conversation was closed; that was just today.  Yesterday, a support person had me download a form to fill out and send back, it does not have any where on the form to put the principal officer's address.  I should have checked before ending the chat. And now today...Sorry, I guess I am just venting.  There has to be an easier way to update this information without having to go through support.  If I knew it was going to take this long I would have started sooner.

MadelynC
Moderator

Need to update principal officer information, not change principal officer

I hear your sentiments. I’m here to help so you’re able to update the principal officer's address, @HDSH.


I appreciate your effort in contacting our chat support. For the security of your account, it would be best to keep us updated with changes in your contact information especially, when there is a transition in your business. This is why you'll need to reach out to our support.


You can also change the said information using the Customer Account Management Portal Site (CAMPS). Please know that only the primary contact or the principal officer of the account can change the address.


Here’s how:

 

  1. Sign in to camps.intuit.com or get help signing in.
  2. Next to Primary Mailing Address, select Change. If this address is connected with a payment method, you need to change the address on the payment method first.
  3. Select the correct address from the list or select Add a new address.
  4. Click Save and Close.


You can use this information to learn more about changing addresses and phone numbers for your business.


In addition, here’s a reference that provides some helpful articles for things you can do in CAMPs: Change, manage or update your Intuit account with CAMPs.


If you need more help in updating your business information, just let us know. We’re always here to help.

107151479
Level 1

Need to update principal officer information, not change principal officer

Principal officer is non-residents. how can i update his address?

 

GlinetteC
Moderator

Need to update principal officer information, not change principal officer

Thanks for reaching out to the Community, 107151479.

 

For a non-resident principal officer, you'll need to provide additional documents for review by our Compliance Team. Turnaround time for verification varies from the time all updates have been made, and documentation is received.

 

You can check out Principal officer verification for Payroll IDV holds. The link provides information for additional and acceptable documents for verification process.

 

If you have any other questions about updating information in QuickBooks, feel free to add them in a comment below. I'll be sure to get back to you.

warcap7
Level 1

Need to update principal officer information, not change principal officer

We are having the same problems.  We have multiple clients we need to update the principal officer's info.

On our 2021 QB Desktop versions we are not seeing the banner.  On our 2020 versions, we see the banner to update.  If we click on it, it will ask us to log in.  When we try to log in, it gives us an error.

I called the help desk.  I was not able to share my screen with the gal helping me, so we got nowhere (she actually hung up on me because I could not share the screen and I wanted her to try to walk me through it).  She said that something wasn't matching and that I would need to submit the Intuit Account Principal Change Form.  This form does not ask for the principal's address, business type, or industry type.  She also stated that I would need to include their photo id with the form.

We are not replacing the principal officer, we are just adding information.

Very frustrated.  

hwray
Level 1

Need to update principal officer information, not change principal officer

I don't understand why it is so difficult to update the address for the Principal Officer.  My version is running the most current version, the instructions do not match, there is no "Payroll Account Info banner."  I really don't want to spend another hour dealing with this update, that I received today, and now have a time crunch.

 

Isn't there an easier way?

 

JenoP
QuickBooks Team

Need to update principal officer information, not change principal officer

Joining the thread to help with your concern about updating the payroll information, hwray.

 

There's an open investigation about the missing Payroll Account Info banner in QuickBooks Desktop. This means that our engineers are already working on a resolution to sort this out.

 

I'd recommend reaching out to our Payroll Support Team. They will be needing your account information so you'll be added to the list of affected users. Here's how:

 

  1. Go to the Help menu and select QuickBooks Desktop Help.
  2. Click Contact Us.
  3. Let them know or provide a brief description of your about your concern. 
  4. Click Continue.
  5. Select Let's talk and then choose a way to connect.

 

You can also reach out to our support teams outside of QuickBooks using these links:

 

 

In the meantime, allow me to share these articles for additional guidance and reference when updating account information: 

 

 

Let me know or visit us anytime you need help while working in QuickBooks. We're always here to guide and assist you.

Adri3b
Level 1

Need to update principal officer information, not change principal officer

Is there any information that I can download from an IRS source that supports what we need to update for the principle officer information ?

JenoP
QuickBooks Team

Need to update principal officer information, not change principal officer

Let me help with your question about this required update, Adri3b.

 

The guideline is not mandated by the IRS. Instead, it is ​​​​​​in compliance with the Office of Foreign Asset Control (OFAC) that falls within the Executive Branch of the U.S. It's a requirement by the U.S. government to help fight the funding of terrorism and money-laundering activities.

 

It's the same guideline that requires us to obtain, verify, and record information that identifies the principal officer listed on an account used for electronic services which include Direct Deposit. 

 

Check out this link and article for further details: 

 

 

Let me also share these articles for additional guidance and future reference: 

 

 

Don't hesitate to join us again in the Community or reply to me if you have other questions while working in QuickBooks. We're always here to help and guide you again. 

hwray
Level 1

Need to update principal officer information, not change principal officer

On of the "helpful" links you sent me via email has a form to change primary information.  The form does not include a space for the physical address for the primary.  When will the update be available, or how can I submit the update that does not require a phone call?  This is your update and you have failed to give a easy way to complete.

Mark_R
QuickBooks Team

Need to update principal officer information, not change principal officer

Hi there, @hwray.

 

At this time, the Principal Change form doesn't require you to enter the physical address for the primary principal. Also, you'll have to contact our QuickBooks Support team to submit the form and other requirements. That way, they can process the changes.

 

I understand you want to have an easy way to update the primary information. However, our support team is the best group who can handle your updated form. To reach them, you can follow the detailed steps share by my peer JenoP.

 

I'm adding this article to learn more about requesting a direct deposit primary principal change: Change primary principal for Basic, Standard, and Enhanced Payroll.

 

Please let me know if you need clarification about updating the primary principal change. I'll be standing by for your response. 

107151479
Level 1

Need to update principal officer information, not change principal officer

THIS IS MY 3RD TIME REQUEST.

 

PLEASE TELL ME HOW CAN I UPDATE PRINCIPAL OFFICER INFORMATION.

 

NO CHANGE PRINCIPAL OFFICER.

 

 

Maybelle_S
QuickBooks Team

Need to update principal officer information, not change principal officer

Hi there, @107151479.

 

To change the account credentials of the Primary Principal, you'll have to contact the QuickBooks Desktop Care team. They will create a request ticket to change the information.

 

This protocol is implemented because of the process between QuickBooks and the bank to avoid filed up errors. Here's how to contact them:

 

1. Go to the Help menu and select QuickBooks Desktop Help.

2. Click Contact Us.

3. Let them know or provide a brief description of your concern. 

4. Click Continue.

5. Select Let's talk and then choose a way to connect.

 

I've also added this article for reference when updating account information: Understand Why You Need to Update Your Account Info for Payroll.

 

Let me know or visit us anytime you need help while working in QuickBooks. We're always here to guide and assist you.

mymabm7
Level 1

Need to update principal officer information, not change principal officer

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