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Established Member

QuickBooks Payments was setup using my personal information. How do I transfer to new treasurer? I am leaving the company.

 
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Best answer 4 weeks ago

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Established Member

Re: QuickBooks Payments was setup using my personal information. How do I transfer to new treasur...

This is not helpful. I fail to see how sending me a link to the top of the standard help menu tree then choosing the product which then directs me to login and use online help for "expert advice" which is where I started in the first place, can be considered help. "Contact" does not exist anymore with QB. I called a phone number related to the payments team when I singed up and it directed me to the online help....goodbye. 

How do you connect with a real human? 

3 Comments
QuickBooks Team

Re: QuickBooks Payments was setup using my personal information. How do I transfer to new treasur...

Hey there, @gregbranan.

 

Let me route you to the best support available to get this addressed as soon as possible.

 

Transferring your QuickBooks Payments account require us to view and verify your account. So, I suggest reaching out to our QuickBooks Payments team.

 

This way, they can pull up your account in a safe and secure environment and help you edit your account to match that of your treasurer’s. They also have a screen sharing tool so they can guide you accordingly.

 

You can contact them by clicking on this link: https://community.intuit.com/browse/payments-contact-us.

 

Don’t hesitate to let me know if you have any other concerns. I’ll be here to help you.

Established Member

Re: QuickBooks Payments was setup using my personal information. How do I transfer to new treasur...

This is not helpful. I fail to see how sending me a link to the top of the standard help menu tree then choosing the product which then directs me to login and use online help for "expert advice" which is where I started in the first place, can be considered help. "Contact" does not exist anymore with QB. I called a phone number related to the payments team when I singed up and it directed me to the online help....goodbye. 

How do you connect with a real human? 

Moderator

Re: QuickBooks Payments was setup using my personal information. How do I transfer to new treasur...

Good day, gregbranan.

 

You are able to transfer your QuickBooks Payments account to the new treasurer by updating the Account Profile page.

 

Let me show you how:

  1. Sign in to your QuickBooks Payment account.
  2. Select Account, then choose Account Profile.
  3. Go to the Contact information section.
  4. Click on Edit, then after making changes, select Submit.

Just make sure to enter the new treasurer's email address.

 

For further guidance, you can also check out this article: Change your business info for your QuickBooks Payments account.

 

Just in case the new treasurer needs help managing the account, he/she can refer to this article for more information: Manage your account information using the Merchant Service Center.

 

If you need further assistance, you can click on the link above to get our contact information. Just choose either Chat or Call.

 

Let me know how it goes. I'll be here to keep helping. Have a great day.