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May 25, 2021
Question

How do I edit "Business Type or Industry Type to comply with the 7/31/2021 deadline for Payroll Direct Deposits?

  • May 25, 2021
  • 2 replies
  • 0 views

How do I edit "Business Type or Industry Type to comply with the 7/31/2021 deadline for Payroll Direct Deposits?I received an email from QB about this and need to know where to find the area I should edit.  Looked in Payroll under employee can find it anywhere also check Company info.  Any ideas?

MP100

2 replies

JessT
May 25, 2021

Hi there, MP100.

 

Thank you for getting help with updating your Business and Industry information. This is in compliance with the Federal and State regulations for money movement transactions made via direct deposit. As a holder of the state Money Transmitter Licenses (MTL) and as federally registered as a money service business, we must have certain information of our clients that use QuickBooks Payroll direct deposit. I'll show you how to do the update with screenshots for your visual reference.

 

For Non-Accountants:

 

You can click the Update Account option on the banner on the Home Page. This will let you sign in to your Intuit account and enter your Business Type and Industry Category. If you don't see the banner, you can go to Employees and choose Payroll Center.

 

 

You need to be the Primary Admin or Company Admin user to be able to update this information.

 

 

On the next page, you'll be prompted to enter your company information. Other fields may be pre-filled, you just need to supply the missing info like the Business type and Industry category.

 

 

Details of the principal officer will also be required, as shown below. Then, when you click the Update button, you will be asked to confirm your direct deposit PIN, and that's it.

 

 

For Accountants:

 

The accountant has to log in to their Intuit Account and be the Primary Admin or Company Admin of the company file to fill in this information. The accountant will also be validated with a Direct Deposit PIN to make sure that he or she is a valid payroll user.

 

If the accountant is not the Primary Admin or Company Admin, then the Owner who is a Primary Admin needs to fill in this information. Or the owner can assign the Company Admin or Primary Admin role to the Accountant.  Check out the article about managing user roles.

 

I'm just around if you need assistance along the way. I just want to make sure you're able to successfully update your business information. Have a good day!

MP100Author
May 28, 2021

Can't get past the login for the Intuit account.  I get the message "You do not have the access to perform this action.  To complete this, request for access from your Primary Admin"

 

I am logged in as Admin and I am the Primary Admin in fact I am the only user.

 

Am I supposed to be using the login and password I use to get into this website, correct?  I only have an admin login to open QB and an Intuit login which is my email address and then a password.

 

[email address removed]

MP100

May 28, 2021

Thank you for following-up, MP100.

 

Intuit account credentials are different from your QuickBooks company file login. You can use your Intuit account to access all your connected services for your QuickBooks company file.

 

I suggest contacting our support to verify and retrieve your account credentials. I'll show you how to connect with our support inside QuickBooks.

 

Here's how:

 

  1. Go to Help or press F1.
  2. Select QuickBooks Desktop Help.
  3. Click on Contact Us.
  4. Put a brief description of your concern. For example: "Account access". Then select Let's talk.
  5. Choose a way to connect:
  • We’ll contact you: Skip the line and no more phone trees. Leave your number and we’ll get back to you.
  • Message Us: Start a conversation online with our support team.

 

If you're having trouble navigating those steps inside QuickBooks, we can still help. You can visit this link and contact us outside of QuickBooks.

 

Also, I've included this link that you can use as your future reference in managing your Intuit account online.

Keep me posted for any updates regarding your concern. I'll keep an eye on your response. Have a nice day!