Are you looking for the process to change primary contact for QuickBooks desktop? If yes, then you have landed at the right place. This article is designed in a way to provide you with the nitty-gritty of the process to change primary contact for QuickBooks desktop. The QuickBooks user can change the primary contact for QuickBooks by navigating to the customer account management portal for QuickBooks desktop. To know more, we would suggest you read ahead carefully and follow the steps mentioned later in the article.
If you feel the need of any sort of technical assistance at any stage, then talk to our accounting professionals directly at our toll-free customer support number i.e. 1(844)405-0906. Our team of technically sound accounting professionals will ensure to provide you with immediate technical assistance.
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Steps for changing primary contact for QuickBooks desktop
The user can carry out the below steps, in order to change the primary contact for QuickBooks desktop:
- At first, the user is supposed to log in to the customer account portal
- After that, choose request to become primary contact
- The next step is to select the company that is to be transferred. Followed by filling in the reason for request and all needed information
- Once done with that, the user is required to choose next tab and also review all the information for accuracy
- Moving ahead, the user needs attach the requested documentation
- It should be noted that the documentation requirements change on the type of business selected
It should be noted that the request will be processed within 3 business days.
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Check the status of a request
After the request is reviewed, the user will get an email. In case the information is missing, the details will be provided, so that the user can resubmit the request information. The user will be required to resubmit all of the documentation together for approval of the request. In case 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.
This was the complete process to change primary contact for QuickBooks desktop. It is expected that after going through the above steps, the user will be able to change the primary contact for QuickBooks desktop successfully.
However, in case you are stuck at any point of time, or you need any technical assistance, then in that case, feel free to make a call at our QuickBooks desktop support number i.e. +1-844-405-0906. We would be delighted to help you in successfully changing primary contact for QuickBooks desktop.