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heather56
January 4, 2021
Question

How do I change the principal officer name in quickbooks?

  • January 4, 2021
  • 1 reply
  • 63 views
No text available

1 reply

MichelleBh
MichelleBh
Level 8
January 4, 2021

Hello, @heather56.

 

I'll share some learning about changing the principal officer's name in QuickBooks Online. 

 

You're unable to change it on your end. With this, you'll need to contact our Customer Support Team. They have tools to access your account and change the principal officer's name on your behalf.

 

But before doing that, make sure to gather the following pieces of information below. So the live agent will able to update the name. Please note that inaccurate or missing information will delay the verification process.

 

  • Principal officer's name
  • Date of birth
  • Home address
  • Social Security number
  • Prepare a voided check from the new bank account if you're also changing the bank account. 

 

Here's how: 

 

  1. Go to the Help menu, then choose Contact Us. 
  2. Type your concern on the box and hit Let's talk. 
  3. Choose either Start a chat or Get a call. 

       4. Complete the required information and submit the request. 

 

Ensure to call them within business hours to address your concern promptly. 

 

The process takes 48 business hours from the time all updates have been made, and documentation is received. For more details, check out this article: Principal officer verification for Payroll IDV holds. 

 

I’m adding links here about modifying business data like EIN, filing address, and other topics. 

 

 

Please leave a comment below if you have follow-up questions. I'm happy to assist. Keep safe!

V
Victoire Michel
January 31, 2023

Hi,

I need to update the business bank account that pulls the money for paychecks but to do that I need to validate with a phone number which is no longer active.

This is a number listed under 'PRINCIPAL PAYROLL OFFICER' 

That officer is myself, and my phone number is correct under my account information but this old number is maybe connected to Bank of America, but the BUSINESS BANK account has been closed since so there's nothing they can do over there either.

I need to update the phone number so I can update the bank account.

I have been on the phone with over 10 customer service support and no one can help.

Any chance any one knows what to do?

 

 

C
CharleneMaeFQuickBooks Team
QuickBooks Team
February 1, 2023
I know this hasn't been an easy process for you, Victoire.
 
Let me make it up to you by ensuring you'll be able to update your payroll bank account.
 
I understand that you've contacted our support team, but I would still recommend reaching out to them again. They have full access to your account and can help you update the old phone number to an active one. Here's how to contact our support:
 
  1. Go to the Help (?) icon at the top.
  2. On the Assistant tab, click Talk to a human.
  3. Enter your concern in the Type something field, then click the send icon.
  4. Click I still need a human.
  5. Select Get help from a human.
  6. You can either select the Chat with us or Have us call you option.

 

Additionally, I've added this article that'll help you with different types of payroll contacts and how to update them and your bank account in QuickBooks Online Payroll:

 

 

I appreciate your understanding on this matter. Please know that I'm determined to get this resolved
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