💼 Work & Business

What Happens to Your QuickBooks Payments Account When You Die

CriticalActive Revenue
QuickBooks Payments may have pending deposits and active recurring billing. Ensure all pending funds are deposited before making any account changes.

Quick Facts

Priority

Critical — pending deposits at risk

Difficulty

Hard

Key Info

Pending deposits and recurring billing need attention

Step-by-Step Guide

1

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

2

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

3

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

4

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.

Protect your QuickBooks Payments account — and all your others

Document your digital life in a zero-knowledge encrypted vault. 1,800+ platform guides. Dead Man's Switch. Everything your family needs.

Start your free trial →