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    Change primary principal for Direct Deposit customers

    Article ID: 1000067

    Problem

    Your company needs to change the primary principal listed in QuickBooks. However, Direct Deposit (DD) customers cannot update the originally listed primary principal directly in QuickBooks.

    Assumptions

    You have an active payroll subscription.

    Expected Outcome

    You will update the primary principal listed on the payroll account.

    Details

    Your company might have to change the primary principal listed for direct deposit (DD) if:
    • Listed principal is no longer with the company.
    • Board members or company officers have changed.
    • Authorized bank signors have changed.

    DD customers must complete a Primary Principal Change form and submit it to Intuit in order to change the primary principal in QuickBooks.

    To submit a request to change your primary principal:

    Download and fill out the Primary Principal Change form.

    Attach the additional requirements listed on the form.

    The request letter must be signed by both old and new principals and be written on company letterhead. In the event that the old principal is not available to sign the letter, the reason must be indicated.

    Fax the completed form and attachments to 877-699-8996 or mail them to Intuit Inc., Attn: Account Maintenance, PO Box 30005, Reno, NV 89520.

    Processing takes 3 to 5 banking days from the date the forms are received. Intuit will email you the status of your request.

    Incomplete documents might delay Intuit's ability to process your request.

    2 comments

    Tamra5/15/2013

    I have been on hold and on phone for an hour trying to retrieve a PIN for our company so we can do payroll...old employee left and we arent aware of any PIN on this account. Trying to recover a PIN has been a horrible process for the OWNER of this company...his name was nowhere listed with your company to do his own payroll....

    Reply

    Violet5/17/2013

    Hi Tamra,

    It seems that you are trying to recover the Payroll PIN you use to send payroll data to Intuit.

    If this is the case, please refer to the instructions provided in this article Change or Recover Forgotten Direct Deposit Pin.

    I hope this helps and thank you for posting your comment.

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