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Change the principal officer

SOLVEDby QuickBooksIntuit Online Payroll88Updated September 09, 2021

Learn how to change your company's principal officer in Intuit Online Payroll  Full Service and QuickBooks Online Payroll (all versions).

The principal officer serves as the main contact for a bank account from which electronic payments (including direct deposit) are made. Federal law requires that we store and verify information about principal officers. This is to help prevent money laundering and the funding of terrorist activity.

In this article we show you how to change the principal officer.

If you need to change your company's principal officer on your Intuit Online Payroll Full Service, QuickBooks Online Payroll, QuickBooks Online Payroll Full Service, QuickBooks Online Payroll Core, QuickBooks Online Payroll Premium, and QuickBooks Online Payroll Elite.

  1. Gather the following info:

    • Principal officer's name, date of birth, home address and Social Security number.
    • If you're also changing the bank account, get a voided check from the new bank account.
  2. Contact us

    We'll help you determine which type of process would be best for you to use to change your principal officer. The type of process will depend on the your company's type and when you're updating your account. To contact us:

    1. Sign in to your QuickBooks Online account
    2. Go to Help (?) and select Contact Us to connect with a live payroll expert.
    1. Sign in to your Intuit Online Payroll Full Service account.
    2. Go to Help (?) and select contact us.
    3. Select Chat online to connect with a live payroll expert or call us.

Intuit Online Payroll Full Service

If you export your payroll transactions to QuickBooks, be sure to update your payroll bank account in Export Settings.

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