Additional Information Required

I have some information to share with you about the email notification, @meleah.

QuickBooks wants to ensure that all users will receive updates so they can run their business seamlessly.

The program automatically sends emails to all customers who are using our payroll services. You have the option to disregard that if it does not apply to you.

For good practice, it’s still best to keep your payroll information and software updated to have the latest features and fixes.

You can visit this reference to learn why you're required to provide info in QuickBooks Desktop Payroll: Understand why you need to update your account info for payroll.

I'll be happy to help if you need any further assistance with payroll or anything else. Always take care!

Instructions to change/update Principal Officer's information is vague.  I have the latest QB desktop (Pro 2020) and payroll updates - logged into my Intuit account/payroll service/product/payroll detail and still can't figure out where or how to change/update Principal information.  Principal is listed and I am the Payroll admin.  More information please on "how to"

Thanks for becoming part of the Community, raphillips94. I'd be more than happy to guide you through our process for updating an account's primary principal.
 

To begin, there's a few things you'll need:

• A completed Primary Principal change form.
• A request letter signed by the account's current principal(s) and its new one, along with your company's letterhead.
• A photocopy of the new officer's government-issued ID.

Once you have everything together, you'll need to get in touch with our Customer Care team to submit your documents through Intuit File Exchange.
 

They can be reached while using QuickBooks.
 

Here's how:

1. In the top menu bar, go to Help, then QuickBooks Desktop Help.
   
2. Choose Contact Us.
   
3. Enter a brief description of your issue in our Ask a question (or tell us what's wrong) field.
   
4. Click Continue.
   
5. Select We’ll contact you for a callback or Message Us to start an instant messaging session.

Be sure to review their support hours so you'll know when agents are available.

Once you've submitted everything, processing can take 3 to 5 business days from the date your documents were received. You'll receive an email confirming the status of your request during this time.
 

I've additionally included a detailed resource about changing and adding principals that may come in handy moving forward: Change primary principal for Basic, Standard, & Enhanced Payroll

If there's any questions, I'm just a post away. Have a lovely day!

I spent TWO hours with "support" and never got that far that I did not need to do anything.  I just had to hang up - I couldn't take it any longer - I was jumping thru hoops of moving my company file and restoring in a new place and NO reason why

There is NO place to put this information that I can find 

• Principal officer's address (physical address, not a P.O. box)
• Principal officer's SSN
• Principal officer's date of birth
• Business address (physical address, not a P.O. box)
• Business type
• Industry type

What if you don't need to change the information?

We are only trying to input the information you are asking for and there is NO place to do this - where do you put in Business TYPE and Industry TYPE in QuickBooks?

• Principal officer's address (physical address, not a P.O. box)
• Principal officer's SSN
• Principal officer's date of birth
• Business address (physical address, not a P.O. box)
• Business type
• Industry type

I am not changing the Principal officer's name.  I am just trying to update the information you requested in an email sent May 24th with Principal's SSN; DOB; Business Address; Business type and industry type.  No where in the instructions does it tell me where I can make the updates.  Change form you referenced does not ask for all of the above information.  Again, clear instructions are needed.

Hello, fayemchapman and raphillips94.

I, for one, would also like a clear instruction if I someone were instruct me to do something. I'd like to take this opportunity to clarify the email notification and where you can enter the details needed. 

Just to give an overview about the email, the notice is about the Office of Foreign Asset Control (OFAC) requirement. This is used to help fight terrorism and money-laundering activities. 

The guideline requires us to gather the updated data from principle offers that use our direct deposit and electronic services. If there are no changes to your information (or if you don't need to change the principal officer), you'd still want to send us the form.

This is to ensure compliance and to make sure that your information in our system is updated and correct. 

You'll want to enter the information on the form provided by ZackE. When you're done with the form, contact us to send it securely. Here's how:

1. In QuickBooks Desktop, press the F1 key.
2. On the pop-up window, click the Contact Us button.
3. Enter something like "submit form" in the box, then proceed with Let's talk.
4. Choose how you want to reach us. 

More details about the requirement can be found here: 

• Principal officer verification for Payroll IDV holds
• Understand why you need to update your account info for payroll

Need help managing your employees' year-to-date data and information? You can run a variety of reports to do this. This article can guide you through the process: Customize payroll and employee reports.

If there's anything else you'd like me to address about your payroll information, please let me know. Also, if you need help with something else in QuickBooks, add the details below and I'll help you out. 

Next question - how do we respond for 501(c)3 non-profits?  In particular a religious organization.  No tax returns are filed, no Primary Principal.  The minister and/or Board President can change yearly.  

So I have this correct.  If there are no changes to your information (or if you don't need to change the principal officer), you'd still want to send us the form.  I need to send in the change of ownership form, BUT I have NO change....  And attach a letter about the change, but there is no change.  This is as clear as mud.  Could have possibly sent in your email a form that you need on file?  And from this change form - where are getting the information you request? Like - 

• Business type
• Industry type

I can't believe I spent TWO hours with customer support to find out you really only want a form filed out

Maybe time to resend the email - with a form that applies

I wish I could make it better, @raphillips94 and @fayemchapman.

As much as I'd love to help you and share how you can complete the information needed to start your organization in QuickBooks, only our Customer Care can do so.

Even if you already reached out to them, our specialists have the tool to pull up your account information on file and accomplish your goals in question. With this, I'd still recommend contacting them by following the steps shared by my colleague above.

In addition, here's an article you can read to learn more about when are you able to connect with our team: Contact QuickBooks Products and Services Support.

Lastly, I've also included this reference helpful with a compilation of articles you can use while working with us: Browse all articles for your QuickBooks product.

Don't hesitate to post again here if you have other questions or concerns with QuickBooks tasks and navigations. I'm always around happy to help. Stay safe and have a good one!

Looking forward to ANOTHER TWO Hours with "customer care" - while I can't bill one of my clients for the time.

Can't wait!!!

I think there's a comprehension issue. They (and I) are not starting out new, these are existing files (mine has been in use for years with the clients you are requesting updated information). 

Nothing I've found so far is helpful.

Please confirm that if I am using QuickBooks Pro 2019, I do NOT need to updated my payroll information to continue to use direct deposit.

Hey Micha8866

Welcome to the QuickBooks Community! You are correct in saying that. The 2019 version is perfect for continuing use until May 2022. The 2018 versions have been discontinued, and the payroll feature has been disabled as well.

Please let me know if you have any other concerns. I will be here to help! Take care, and have an awesome day!