What Happens to Your QuickBooks Payments Account When You Die
Quick Facts
Priority
Critical — pending deposits at risk
Difficulty
Hard
Key Info
Pending deposits and recurring billing need attention
Step-by-Step Guide
Check pending deposits and transactions
Log into QuickBooks and review all pending deposits, in-progress transactions, and scheduled payouts. Document the bank account receiving deposits.
Estimated time: 15 min
Review recurring billing customers
List all customers on recurring billing plans. These payments will continue processing and customers expect services. Do not cancel without notifying them.
Estimated time: 20 min
Add admin access for continuity
Add a trusted person as an admin who can manage payments, process refunds, and handle disputes.
Estimated time: 10 min
Consult accountant before changes
Speak with the business accountant before pausing or canceling any payment processing. There may be tax and contractual implications.
Document Now Checklist
- QuickBooks account email
- Business name on the payments account
- Bank account receiving deposits
- Approximate monthly payment volume
- Number of recurring billing customers
- Pending deposit balance
- Executor note: check for pending deposits before making changes
Last verified: June 2026. Platform policies may change. Verify current procedures directly with QuickBooks Payments. This guide is for informational purposes only and does not constitute legal advice.
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