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Level 1

How do I provide co-owner information to quickbooks online for collecting online payments?

I received this message, "dd co-owner info to keep your QuickBooks Cash account. A co-owner is anyone who owns 25% or more of your business. Before signing in, gather every co-owner’s: Full legal name Birthdate Social Security Number Personal address Then sign in to QuickBooks, go to Cash Flow Center, and follow the add co-owner prompts." but neither the link in the email nor those instructions take me anywhere to add this information. Where can it be done?
1 Comment
QuickBooks Team

How do I provide co-owner information to quickbooks online for collecting online payments?

Hello, angel-edsa-gmail.

 

I can direct you to our team who can process the co-owner details and help you set up the co-owner profile. 

 

I appreciate your time following the instructions from the email. Since there's no prompt for you to enter the co-owner details,  you'll want to contact our support agents.

 

They have the tools to manually enter the information and help the co-owner sign up and collect the payments. Here's how to do it: 

 

  1. Click the Help menu.
  2. In the QB Assistant pop-up window, click the Talk to a human option.
  3. When asked by the bot, enter "Add co-owner for QuickBooks Cash." or something similar. 
  4. Click I still need a human.
  5. Hit the Contact us link. 
  6. Choose how you want to reach us. 

You can read more about the Cash Flow feature here.

 

Ready to make a sale and process payments? You can check this article for a guide: Take and process payments in QuickBooks Online.

 

If you're looking to find other articles, you can visit this page (more topics at the bottom). 

 

You're still welcome to drop by in this thread if you have questions regarding QuickBooks or your Payments account. Happy to help out. 

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