I'm trying to set up paycheck direct deposit on QB desktop for a non profit and it asks me for an OWNER - there IS no owner of the company since it's non profit- how do I get past that?

Susu1 · ‎October 22, 2024

Jelayca V · ‎October 23, 2024

Financial institutions require personal info from those authorized to manage the organization's bank account for compliance reasons, @Susu1. I'd be glad to go into details to help you navigate this.

Since establishing a direct deposit for a non-profit requires accurate info, with appropriate consent, consider utilizing the details of another authorized individual within your organization.

I also recommend reaching out to our dedicated Support team regarding your situation. They can provide insights on whether there’s a way to bypass the personal information requirement for non-profits and may have specific guidance tailored to organizations like yours.

To reach our live representative, here’s how:

1. Open QuickBooks.

2. Navigate to Help, then select QuickBooks Desktop Help/Contact Us.

3. Click on Contact Us.

4. Provide a brief description of your issue and select Continue.

5. Sign in to your Intuit account, select Continue, and then Continue with my account.

6. Choose to either Chat with us or Have us call you.

You can also check out this article for guidance on what to do if you encounter an error message related to direct deposit limits during payroll processing in QBDT: Get help if you're over a direct deposit limit.

Stay in touch with me if you have further questions about your non-profit's direct deposit setup, I'll be here to provide the information you require.

View solution in original post

Clark_B · ‎October 22, 2024

I understand the importance of setting up direct deposit for your non-profit organization, @Susu1. Let's make sure you can bypass the prompt for an owner while configuring direct deposit in QuickBooks Desktop (QBDT).

To start, when setting up direct deposit for a non-profit, the Owner field is your bank account being set up for direct deposit, with the Principal Officer identified as the account's owner. Also, email communications regarding direct deposits will be sent to the Primpary Admin on file. However, the ID Verification email and the Verify Bank Account emails will be sent to both the Principal Officer (Bank Owner) and the Primary Admin. For guidance on which name to use on your bank account, I suggest consulting your accountant.

To learn more how to set up direct deposit, check this article: Set up your company payroll for direct deposit.

For future reference, check this article to learn what you can do if you get an error message about direct deposit limits when you process payroll: Get help if you're over a direct deposit limit.

If you have any concerns about the setting up direct deposit for non-profit, please tag me in the comment section, @Susu1. I'll assist you in any way possible.

Susu1 · ‎October 23, 2024

I tried again and it wants the principal officer's personal information - including social security number. That's not ok with any board member. How can I work around this?

Jelayca V · ‎October 23, 2024

Financial institutions require personal info from those authorized to manage the organization's bank account for compliance reasons, @Susu1. I'd be glad to go into details to help you navigate this.

Since establishing a direct deposit for a non-profit requires accurate info, with appropriate consent, consider utilizing the details of another authorized individual within your organization.

I also recommend reaching out to our dedicated Support team regarding your situation. They can provide insights on whether there’s a way to bypass the personal information requirement for non-profits and may have specific guidance tailored to organizations like yours.

To reach our live representative, here’s how:

1. Open QuickBooks.

2. Navigate to Help, then select QuickBooks Desktop Help/Contact Us.

3. Click on Contact Us.

4. Provide a brief description of your issue and select Continue.

5. Sign in to your Intuit account, select Continue, and then Continue with my account.

6. Choose to either Chat with us or Have us call you.

You can also check out this article for guidance on what to do if you encounter an error message related to direct deposit limits during payroll processing in QBDT: Get help if you're over a direct deposit limit.

Stay in touch with me if you have further questions about your non-profit's direct deposit setup, I'll be here to provide the information you require.

FishingForAnswers · ‎October 23, 2024

@Susu1 Considering the increased focus on ferreting out money laundering, I doubt there is a legal way around it.

That said, I do have to wonder if any of your board members are set up as employees within your nonprofit.

If they are, I hate to break it to them, but QuickBooks already has their social security numbers and likely a fair bit of other personal information. Using said person for the principal officer won't spill any more milk than already has been.

Susu1 · ‎October 23, 2024

None of the board members are employees

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I'm trying to set up paycheck direct deposit on QB desktop for a non profit and it asks me for an OWNER - there IS no owner of the company since it's non profit- how do I get past that?