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    Change payroll administrator, payroll contact, or primary principal for Assisted Payroll

    Article ID: 1000057

    Overview

    You can change the payroll administrator, payroll contact or primary principal on your QuickBooks Assisted Payroll account by completing and faxing a form to Intuit. If you have access, you may be able to change the Payroll Administrator within the QuickBooks Payroll Account Maintenance Pages.

    What's The Difference Between A Payroll Administrator, Primary Principal, And Payroll Contact?

    • The Payroll Administrator is the company's main contact person for day-to-day payroll issues and activities. The Payroll Administrator should be someone who is authorized to process payroll for the company, who has access to all the company's payroll information, and who can answer questions on behalf of the company principal regarding payroll details. 
    • The Primary Principal is usually the owner of the company and has the power to provide authorization for major account changes.
    • A Payroll Contact is limited to asking "How do I" questions about QuickBooks Assisted Payroll, and does not have access to information about the employees or the company.

    To Change Contacts:

    Click on the link below for the contact type you would like to change to obtain the correct form and instructions.

    How do I change the Payroll Administrator on my account?

    Only one payroll administrator is allowed per account, therefore you will need to delete the existing administrator in order to add the new one. You can change your payroll administrator in your QuickBooks Account Maintenance pages. For instructions, see: Update Payroll Administrator/Contact Information in QuickBooks.

    If you cannot access your Account Maintenance pages or would rather download and fax in the form, follow the steps below.
    1. Complete the Account Changes form. The Primary Principal on your payroll account must authorize this change.
      Note: This form will open in Adobe Reader. The length of time it takes to download depends on your Internet connection speed.
    2. Fax the completed form to 858.408.1906, Attention: Enrollment Processing. Or email the form(s) to Account Maintenance.

    How do I change the Primary Principal for my company?

    1. Complete the QuickBooks Assisted Primary Principal Packet.
      Note: This form will open in Adobe Reader. The length of time it takes to download depends on your Internet connection speed.
    2. Fax/Email the completed forms, along with a letter on your company letterhead requesting the change, to Intuit at 858.408.1906. Email to Account Maintenance.
    Note: Intuit's goal is to process and complete your request within 2 business days of receiving your documents. QuickBooks Assisted Payroll will contact you if additional information is required to complete your request. After your information is updated in our system, your primary principal contact information is automatically updated in QuickBooks the next time you go online and send your payroll data.

    How do I change the Payroll Contact on my account?

    1. Complete the Account Changes form. The primary principal on your payroll account must authorize this change.
      Note: This form will open in Adobe Reader. The length of time it takes to download depends on your Internet connection speed.
    2. Fax the completed form to the number located on the form or email the form(s) to Account Maintenance.
    There is no limit to the number of contacts you can have on your account.

    Related Articles

    Update Payroll Administrator/Contact Email in QuickBooks
    Looking for other forms?  Check out our Most Used Forms list.

    2 comments

    Cheryl5/28/2013

    Somewhat frustrating and confusing as I am just trying to change the Company Primary contact's email address due to a change in carriers. Going to the forms page presents with what appear to be four different forms to fill out and not sure if I need to complete all of them or just the first one?

    Reply

    Haleigh6/24/2013

    014

    Hi Cheryl,

    You will want to fill out the Primary Principal form with the updated email address and fax it to the number on the form. I will submitt feedback to make the instructions more clear. Thank you for your feedback and I hope this helps!

    Haleigh

    Comments can not be added at this time.

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