Sunday, January 31, 2021

How to Change the Primary Contact for QuickBooks Desktop?

 

In search of the process to change the primary contact for QuickBooks desktop? Well, if yes, then your search ends over here. The QuickBooks users can easily change the primary contact for QuickBooks by simply navigating to the customer account management portal for the QuickBooks desktop. There are certain steps that can carry out the process to change the primary contact for QuickBooks, which will be discussed later in this post. Thus, it is recommended to read this post carefully till the end.

Or the user can also get in touch with our support team for further technical assistance. One will just have to ring up to us at our toll-free customer support number i.e. +1-844-405-0906 and leave the rest on our team of professionals.

 

Steps to change primary contact for QuickBooks desktop

The below steps can help in changing the primary contact for QuickBooks desktop successfully. Let us start with the steps one by one:

·         The very first step is to log in to the customer account portal



·         And then, select the request to become primary contact

·         Also, select the company that is to be transferred, and also fill in the reason for request and all needed information

·         The next step is to select next tab and also review all the information for accuracy

·         Now, the user is supposed to attach the requested documents

o   Moreover, the documentation requirements change according to the business selected

The most important point to note here is that the request will be processed within 3 business days.

 

Checking the status of a request

After the request is reviewed, the user will get an email. In case the information is missing, then the details will be provided, so that the user can resubmit the request information. The user will be asked to resubmit all of the documentation together for approval of the request. If the user is not having the access to the primary contact’s account, then in that case he/she can update it by reaching out to the customer support.  

 

Changing the primary contact for QuickBooks desktop becomes easy with the above stated steps. However, if you have any queries or in case you need any sort of technical assistance, then do not hesitate in ringing up to us at our toll-free customer support number I.e. 1-844-405-0906.

Our QuickBooks premier support team of technically sound accounting professionals will ensure to provide the best possible support services instantly.

 

Also Read:

How to Change the Primary Contact for QuickBooks Desktop?

How to Write Off Bad Debts in QuickBooks?

No comments:

Post a Comment