How do i add co-owner to Cash Flow Center?

Thank you for contacting us regarding setting up QuickBooks Checking and the Cash Flow feature, maurice8. I understand you had some questions about providing co-owner information.

We're required to collect information about co-owners (also known as beneficial owners) of legal businesses that aren't sole proprietorships. 

If you checked the box for I have co-owners with 25% or more ownership, you will be prompted to provide their information when finishing the QuickBooks Checking application. You'll see this specific page after clicking Review and Finish.

Please note that you don't have to complete the co-owner details to submit your application initially. However, we highly recommend providing that information right away to avoid delays in the approval process. 

You can always revisit the QuickBooks Checking menu later to fill out the co-owner form if needed. We will also send reminder emails requesting the details.

You must submit your beneficial owner information within 30 days of signing up for QuickBooks Checking. If you don't, your account will be closed.

If you're not able to see the page to enter the co-owner information, please contact our QuickBooks Payments team. They can take a look at your account and help you further with the setup process. Here's an article on how to reach out to them: Contact Payments Support.

Let me share these articles for more guidance when using the feature: 

• QuickBooks Checking FAQ
• Use The Cash Flow Planner In QuickBooks Online

Please let me know if you have any other questions, maurice8. I'd be happy to offer my help again if you need it.