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The Towers
February 15, 2025
Question

AP Module Requests Personal Information including Social Security Number to set up

  • February 15, 2025
  • 1 reply
  • 0 views

Our HOA just added QB AP module. I have been placed in charge, as a board member, to implement this module. However, when I go to set it up the third step requests personal information on the person setting up the module, such as name, address, etc plus social security number. I am an unpaid board member and do not want to share this information. How do we handle this?

 

Thanks

Steven

1 reply

Clark_B
Clark_B
February 15, 2025

Greetings, @The Towers.  As you input personal information in the module, you'll need to include details such as your name, address, and social security number. Below, I'll explain why this information is essential.

 

To begin with, providing personal information is required for identity verification and compliance with regulatory standards as this ensures secure and accurate processing within the system. For further assistance, I recommend contacting our live support team to help you explore any alternative setup options that might not involve providing personal information.

 

Here's how:

 

  1. Sign in to your QuickBooks Online company.
  2. Go to the Help menu and select Contact Us.
  3. Enter your concern and click Continue.
  4. Choose between Chat with us or Have us call you.

 

For more information about our contact feature and support hours, please refer to this article: Get help with QuickBooks products and services.

 

You can also check this resource to learn more about chart of accounts and why it's important to set up correctly: Learn about the chart of accounts in QBO

 

Furthermore, check this article that provides detailed instructions on how to record personal expenses and manage owner's draw. This resource will guide you through the process, ensuring accurate financial tracking and compliance with accounting practices: Set up and pay owner's draw.

 

Please know you can rely on the Community team for assistance with any issues you're experiencing with setting up payroll information in QuickBooks. We're here to support you and are eager to help.

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