Question

Where is the company information stored that appears under "About you" when setting up payments?

Forum|Forum|1 year ago
July 6, 2025
1 reply
25 views

Under "Account & Settings" → "Payments" → "Activate payments", I am presented with three sections of information: "About your business", "About you" and "Your deposit account". The "About you" lists the Owner name, Mobile number, and Personal address. These currently have our former bookkeeper's information. There is no option in this form to edit the name or number. Where can I do that? I've looked for the bookkeeper's name and number elsewhere under "Account & Settings", but I can't find it. I am logged in as the Primary Admin. The name that I want to change corresponds to a QBO user that I removed. How do I change that information?

QuickBooks Online

G

GianSeth_A1

QuickBooks Team

Hi David, when you check the page, do you see a pencil icon next to the name, mobile number, or personal address? If you do, click on the pencil icon to edit the information. Here's the visual reference:

If the pencil icon is not visible, clear your browser's cache to ensure that you're accessing the latest version of QuickBooks Online. After clearing the cache, log back in and navigate to the Activate Payments page again.

Also, try switching to a different browser, such as Firefox or Edge, especially if you are currently using Chrome. Accessing the page through another browser can resolve visibility or functionality issues.

Let us know if you have any questions or concerns.

D

dk013Author

Hi Gian,

thanks for your reply. I was using Chrome so I switched to Firefox where I've never accessed Quickbooks before — so cacheing would not apply. I navigated to https://qbo.intuit.com/app/paymentsactivation?p_prioritycode=preferences to activate payments. I do not see the same "About you" that you show. Instead, it looks like the attached screenshots. (This forum only allows one image upload(!), so I combined them into a single image.)

If I click on the pencil, then the right screenshot is displayed. If I click on Update Information, then the bottom screenshot is displayed. Neither allows me to edit the name and number of the supposed owner, which should be me, but is our former bookkeeper who was terminated.

K

KiazzymaeC

QuickBooks Team

Thank you for providing detailed information, David. If you're logged in as the Primary Admin, you have the ability to update the Principal Officer's details.

However, if the phone number associated with the current Principal Officer is no longer active, or if the previous Principal Officer has left the company and cannot contact Intuit to authorize the change (as they would need to receive a one-time password), then the Owner's legal name cannot be updated to yours.

In this case, you'll need to appoint yourself as the new Principal Officer. To do this, you'll need to create a new QuickBooks Payments account.

For more information, please refer to this article: Change your primary principal, payroll admin, or other payroll contact.

After setting up the new account, you can update your business details within QuickBooks Online.

Once the verification process is complete, you'll be able to process payments in QuickBooks Online using QuickBooks Payments.

Also, if you'd like to enhance your QuickBooks experience, I recommend you get in touch with our QuickBooks Live Expert Assisted team. They are ready to assist you in managing transactions and maintaining the accuracy of your account data. Let us help you achieve your financial goals!

If you have additional questions or concerns, don't hesitate to reach out. We're here to assist you!

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